Templates

Template Settings

• description Template Overview
• description Add a Template
• description Update a Template
• description Edit Template Settings
• description Edit Output Settings
• description Default Email Settings for Submitted Documents

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Web App Integration

• description Generic Web Apps
• description Web Apps Overview
• description QuickBooks Connector
• description Google Sheets Connector
• description CSV File Connector

Designer Overview and Settings

• description Getting Started with Designer
• description Designer Overview
• description Design Recommendations
• description PDF Troubleshooting Guide
• description Field Order
• description Replace the PDF Background for a Template

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Designer Field Layout

• description Photo Fields
• description Field Layout Overview
• description Tool Bar
• description Template Settings in Designer
• description Page Settings
• description Field Tools Overview

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Designer Attachments

• description Attachments Overview
• description Photo Attachments
• description Location (GPS) Attachments

Designer Rules

• description Custom Validation Rule
• description Rules Overview
• description Validation Rule
• description Conditional Mandatory Rule
• description Value Rule
• description Rule for a Sum Field

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Frequently Asked Questions

• description Add Templates from the Library
• description Can the naturalForms team set up our Existing Forms?
• description Conditional Mandatory Rule: Value of 0 Not Working
• description Can a Template Have More Than One Page?
• description Can I use my own forms?
• description Pattern Match Validation Not Working

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