Course curriculum

    1. About This Course

    2. Section Description

    3. Accessing Templates

    4. Copying and Creating New Templates

    5. Rename Templates and Add Labels

    1. Section Description

    2. Note Editor

    3. What are Sections?

    4. What are Fields?

    5. Let's Build!

    1. Section Description

    2. Step 1: Create a Template

    3. Step 2: Adding a Title

    4. Step 3: Adding a New Section

    5. Step 4: Adding Imported Fields

    6. Step 5: Editing an Imported Field

    7. Step 6: Adding Regular Fields

    8. Step 7: Editing Fields with Checkboxes, Radio Buttons and Drop-Down Menus

    9. Step 8: Editing Text Fields

    10. Step 9: Editing Time/Date Options

    11. Step 10: Add Targets

    12. Step 11: Displaying Targets by Various Conditions

    13. Step 12: Signatures

    14. Step 13: Formatting Shortcuts

    1. Section Description

    2. Moving Fields

    3. Move Fields in Tree

    4. Clone Fields

    5. Delete Fields

    6. Making a Field Required

    7. Allow for Export of a Field

    1. Section Overview

    2. What is a Filtered Subsection?

    3. Step 1: Add a Section

    4. Step 2: Configure Filter

    5. Step 3: Add Subsections

    6. Step 4: Add Fields to the Subsection

    1. Section Overview

    2. Step 1: Add Signature Field

    3. Step 2: Signature Modes

    4. Statements vs. Approvals & Rejections

    5. Step 3: Setting up a Statement

    6. Step 4: Setting up an Approval or a Rejection

    7. Step 5: Adding a Form

    8. Training Completed!

About this course

  • Free
  • 45 lessons
  • 0 hours of video content