- Help Center
- Quick Start
- The Basics 🛠️
What is a Template?
The thing that you need in place that controls the things that enable the important things to be done ⚠️
A Template is the component that houses workflows, controls user permissions and manages data capture for the creation of any of your Records.
The Admin can create bespoke Templates for any of your needs, each of these Templates can support totally different and unique ways of working.
Every Template can have:
- Unique access requirements- only the users that need access, will get access
- Unique information requirements- capture the exact information needed in the exact way you need
- Unique processes- only the exact steps needed to be taken, will be taken
How it is Built 👷🏼♀️
So what if you're not an Admin, it is still good to know how it works 💪🏽.
Where to find it 🔎
The building blocks 🧱
Depending on your user access you can find, create and edit as well as pick and choose which users have permissions in each Template respectively, all in the administration tab on the left hand side of the homepage.