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Form Templates

Create documents directly in infoRouter using HTML-based form templates without external applications.

What Are Form Templates?

Form Templates are HTML forms uploaded to infoRouter that allow users to create structured documents by filling in fields. The data is stored in XML format for easy editing and searching.

Benefits of Form Templates

Benefit Description
Direct creation Create documents without external software
Standardization Enforce consistent document formats
Structured data Form data stored as searchable XML
Easy editing Edit using the same template
Flexible rendering Display using different templates

How Form Templates Work

flowchart LR
    A[User selects template] --> B[Fill out form]
    B --> C[Submit]
    C --> D[Data saved as XML]
    D --> E[Document stored in infoRouter]

Using Form Templates

Creating a Document from Template

  1. Navigate to the destination folder
  2. Click New → Document from Template
  3. Select a template from the list
  4. Fill in the form fields
  5. Click Submit

Editing a Template-Based Document

  1. Navigate to the document
  2. Click Action → Edit
  3. The form template opens with current values
  4. Make changes
  5. Click Submit to save

Built-in Templates

infoRouter includes several pre-built form templates as examples:

Template Description
Simple Form Basic text input fields
Contact Form Name, email, phone fields
Expense Report Line items with calculations

Creating Custom Templates

Form templates are HTML files created using standard HTML editors. See Creating Form Templates for details.

See Also