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Introduction to Form Templates

Form Templates allow you to create standardized documents with predefined fields and layouts directly within infoRouter.

What Are Form Templates?

Form Templates are HTML-based document templates that include:

  • Predefined layouts and formatting
  • Input fields for user data
  • Validation rules
  • Automatic metadata capture

Standardization

Form Templates ensure consistency across documents of the same type, such as invoices, reports, or request forms.

How Templates Work

graph LR
    A[Template Created] --> B[User Selects Template]
    B --> C[User Fills Fields]
    C --> D[Document Generated]
    D --> E[Stored in infoRouter]
  1. Administrator creates a template with fields
  2. User selects the template when creating a document
  3. User fills in the required fields
  4. infoRouter generates the document
  5. Document is stored with all metadata captured

Template Features

Feature Description
Field Types Text, numbers, dates, dropdowns, checkboxes
Validation Required fields, format validation
Metadata Automatic custom property population
Styling Custom HTML/CSS formatting

Benefits

Benefit Description
Consistency All documents follow the same format
Efficiency Pre-built layouts save time
Accuracy Validation prevents errors
Searchability Captured metadata enables precise searches

Getting Started

Task Description
Creating Form Templates Build new templates
Form Template Fields Configure input fields
Form Template Validation Set up validation rules
Using Form Templates Create documents from templates

See Also