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pVault® Help

Once a template is created, it is added to the Templates list (see Templates for more information).

 

1.If the Template Manager is not already open, click the name of the template to edit.

2.Click the edit icon to open the Edit Template page.
 
eFormsEditTemplate
 
All the characteristics selected during the Create a New Form Template process are carried over.

3.Make changes as needed.

 

 

Shared Additional Information

 

The Shared Additional Information section allows a question requesting additional information to be created.

 
Important:

A question created in this section is added as an additional information request for every question on an eForm-based on this template.

A vertical ellipses icon displays to the right of each question on the screen.

 

1.Click the +Add button in the Shared Additional Information banner to open the Add Additional Information page.

 

eFormsTemplateAddAddtlInfo

 

2.Select a question type and enter the respective characteristics (see the different question types under the Questions section for more information).

 

 

Version 2024.01.36 1/12/2026
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