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Edit an eForm document template with fixed fields

Place eForm answers in exact positions on a document template by copying question variables into it, then preview and save the template.

This is for when you need to make sure answers are in the exact place on the document. Use dynamic fields where you can produce a list. This method allows you to create documents quicker and can be used across different eForms.

Open the eForm template


1. Click here.

Dashboard top bar with the gear (Settings) icon highlighted, next to notifications, above Recently Created Sales Orders

2. Click "Document Templates"

Settings menu list with Document Templates highlighted between Customer Portals and Domains, marked by an orange click indicator

3. Click "eForms"

Document Templates settings with the eForms tab highlighted in the document type list, beside the template file table

4. Click on the desired template to edit it

eForms templates list with the Pre-Installation Questions Body Docx template highlighted to open it for editing

Preview with an eForm

5. Click "Step 1: Preview"

Document template editor toolbar with the Step 1: Preview button highlighted between Search Variables and Revert

6. Select an eForm that this template will be used with

Template editor eForm dropdown open with Search Filter, highlighting "1122 - Site Survey - Site Survey with photos

Add question variables

7. Click "Search Variables"

Template preview for a Site Survey eForm document with the Search Variables button highlighted beside Step 2: Save

8. Zigaflow generates the questions in the variables search

Form Document Template Form Fields tab with Site Access questions and their FormFieldAnswer variables highlighted

9. You can copy and paste these from the variables pull-out into the template

Variables pull-out listing form field answers, with the {Section1FormFieldAnswer2} variable highlighted for copying

10. For example, paste here

Installation Details table in an eForm document template, with the answer cell beside "What floors is the installation on?" highlighted

Preview and save

11. Click "Step 1: Preview"

Edit eForm Document Template screen with the Step 1: Preview button highlighted in the blue toolbar above the document editor

12. If you are happy with document, click on "Save"

Edit eForm Document Template screen with Site Survey preview on the right and the Step 2: Save button highlighted

13. If you add more questions to the eForm, repeat this process to add them to the Document template

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