Assurance Registers & Forms can be organised into categories. These categories will form your Registers & Forms Menu.
In this article, you will learn about:
Creating a New Registers and Form Category
- Select on the Admin Gearwheel at the top right of your Assurance Screen and select Registers & Forms Template Categories.
- Select on +New.
- Enter the Name of your category and select Create. Currently there is only one level of Template Categories available, these can be re-ordered by dragging and dropping.
Associating a Registers and Form Template to a Category
The next step is to associate the Registers & Forms Templates to the Categories.
- Select on the Admin Gearwheel at the top right of your Assurance Screen and select Registers & Forms Templates and select on the name of your Template.
- On the Details tab, select 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 site by selecting on the Assurance logo and returning to the Home Page. Then select on Registers & Forms.
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