Video: Add Job Forms To Templates


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Before adding a form to a Template, check that it is part of the Process that the template is used in.

How can you tell? Go to Settings, Job, Job Forms, and make sure there is a "Yes" in the process column.

If it says "No", the Form needs to be added to the Process. Click the word "no", to add. 

New Forms can be added to existing Job Templates with just a few clicks.

Back to Settings, Templates. Click on the Template name and select a Form to add. All future Jobs made from this Template will include this Form.

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