Template Style Forms – What are these and can we customize these ourselves?
Danalynn Beck, Technical Services, Newforma, Inc. |
12/29/2010 |
Comments: 0 |
Views: 302
Seventh Edition
Eighth Edition
Template Style Forms are the paper version of Transmittals, Submittals, Rfis, and more. Prior to your use of Newforma these forms were usually generated in MS Word or Excel. Newforma is using an intelligent system to gather the information that the user provides when they create the transaction. This information is then placed in the output format that is created in an InfoPath format and then saved in a pdf format for the record of the form.
These forms are customizable using MS InfoPath. This way you can edit the format of the output form to match as closely as possible to the Word or Excel documents you are used to using.
To Learn more on the customization please review the Take 5 videos.




