How do I create Registers & Forms Template Categories?
Assurance Registers & Forms can be organised into categories. These categories will form your Registers & Forms Menu.
Step-By-Step Guide
- Click on the Gearwheel at the top right of your Assurance Screen and select Registers & Forms Template Categories.
- Click on +New.
- Enter the Name of your category and click Create.
Currently there is only one level of Template Categories available, these can be re-ordered by dragging and dropping.
The next step is to associate the Registers & Forms Templates to the Categories. - Click on the Gearwheel at the top right of your Assurance Screen and select Registers & Forms Templates and click on the name of your Template.
- On the Details tab, click Edit or the pencil icon next to the Category field.
Once all the templates are associated with categories, this will form your Registers & Forms Menu. - To view your new Menu, refresh your Assurance Instance by clicking on the Assurance logo and returning to the Home Page. Then clicking on Registers & Forms.
Video Guide
