Please enable JavaScript to view this site.

pVault® Help

The Template Manager allows new templates to be customized or changes made to existing templates.

To access, click any existing form in the Form Templates pane.

 

eFormsTemplateManager

To make the template available for use by field personnel, click Active.

To change the status to unpublished, click Inactive.

To edit characteristics of the template, click the Edit icon, eFormsTemplateEditButton (refer to Create New Form Template for more information).

To delete the template, click the trashcan icon, eFormsTemplateTrashCanButton and then click Yes.

Existing categories display on the left half of the page.

Click Done to close the Template Manager.

 

 

Version 2024.01.36 1/30/2025
© 2025 Paperless Environments, LLC or its affiliates ("Paperless") or its licensors.  All trademarks mentioned are the property of their respective owners.  Use of non-Paperless trademarks is not an endorsement of any person or product.