To create a template in the Strata Collect
application, please follow the guide
below.
The video below demonstrates the steps for
creating a template.
Step 1:
Ensure You Are Logged In
Ensure you
are logged in and on the home
screen.
Step 2:
Click the "+ Template"
Button
Click the "+ Template" button to begin
creating a new template.
Tip: You can also create a copy of an existing template by clicking the options menu (three dots) on a current template and selecting Create Copy.Step 3:
Select a Pre-existing Template
(Optional)
If desired, select an existing template to use as a base. This allows you to customise an existing structure instead of starting from scratch.
If you prefer to create a completely new template, simply skip this step.
Step 4:
Select the "Create Template"
Button
Once you've selected a base template (or chosen to start fresh), click the Create Template button to proceed.
Step 5:
Template Created
Your new template has been successfully created. You can now begin editing or using it as needed.
Tip: To test your new template, click the options menu (three dots) next to the template and select Test PDF.