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1.40. Using Templates

You can use templates to populate forms more accurately and rapidly while using EOS Client Onboarding Mobile. Templates allow you to pre-fill specific form fields if you know that the field value will not change.

When filling out a form, you can then choose between a completely blank form or a template version of the form, which contains the pre-filled fields.

Note: Templates exist only in your local app and cannot be shared between iPads or uploaded to the EOS server.

Proceed to one of the following sections below for more information:

Creating a Template

You can create a template from a specific form using the gear icon at the bottom of the form itself.

  1. Open the form you want to use to create a template as described in Running a Form (Data Entry View).
  2. Fill in the form's fields, as desired. These specified field values will appear in the template once it is created.
  3. In the bottom right corner of the form, tap the gear icon.

    Additional options appear.

     
    Note: If you have already saved this form as a template, the Update Template option also appears.
  4. Tap the Create a New Template option.
    The Create New Template screen appears.
     
  5. Enter a name for the template, and tap OK.
  6. In the bottom left corner of the form, click Cancel.
    Note: Clicking Cancel allows you to avoid creating a new document. Instead, only the template is created. 
  7. Click Yes to confirm the cancellation.
    The new template is now available as described in Accessing a Template below.

Accessing a Template

Once a template has been created, it can be accessed via the corresponding form's main options screen.

  1. Select the appropriate form as described in Viewing Individual Form Details.
    The form's information is displayed.
     
  2. Tap the template from the Saved Templates list.

    The template's screen is loaded, allowing you to either run, delete, or rename the template.

Executing (Running) a Template

Once created, templates can be used in the same way as standard forms using the template's Run option.

  1. View the template's options as described in Accessing a Template above.
  2. Tap Run.
    The template is opened.
  3. Fill in the form's fields as you would with a standard form.

Updating a Template

You can adjust an existing template, altering the pre-defined fields, using the Update Template option.

  1. Access and run the template as described in Accessing a Template above.
  2. Adjust the template's fields, as desired.
  3. In the bottom right corner of the app, tap the gear icon.

    Additional options appear.
  4. Tap Update Template.
  5. Click OK to confirm the changes to the template.
  6. In the bottom left corner of the app, click Cancel.
    Note: Clicking Cancel allows you to avoid creating a new document. Instead, only the template is updated. 
  7. Click Yes to confirm the cancellation.
    Your template is updated and saved, and no additional document is created. 

Renaming a Template

You can rename a template after it is created and given an initial name. 

  1. View the template's options as described in Accessing a Template above.
  2. Tap the template's name, which appears below the Run and Delete options.

    A cursor appears adjacent to the template's name.
  3. Adjust the template's name, as necessary.
  4. In the upper right corner of the app, click Save.
    You are returned to the template's options screen, and the new template name appears, as shown below.

Deleting a Template

You can remove an existing template from your app.

  1. View the template's options as described in Accessing a Template above.
  2. Tap Delete.
  3. Tap Yes to confirm the action.
    The template is removed from your app. 

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