Create documents from saved templates. Users can save custom templates based on existing forms and use them anytime to autofill new documents.

You can save a template from the Form Sidebar. Entering the name of your template followed by the Enter key will save the template.

Clicking Show Saved Templates will list all templates saved for the current DocType.

You can also delete the saved template if no longer useful.

  • On selection of a template from an existing form, it will create a new document.
  • On a selection of a template in a new form, it will update the form's doc.