Documents Template

Explore Job Aids for more help:

Job Aids

In the Document Templates settings, Administrator users can add, edit, and delete document templates.

  • Templates refer to source documents that can be used as a reference.
  • Users can maintain a library of template documents, including multiple versions (e.g., one version in French and another in Korean).


Monitoring Visit Options have 2 panes

  • Visit Types
  • Visit Conduct Types

Visit Types

Follow the instructions below:

  1. Click the Add button, the ID field gets editable.


  2. Select the Visit Type ID and click Delete the selected type disappears from the list.


Visit Conduct Types

Follow the instructions below:

  1. Click the Add button, the ID field gets editable.


  2. Select the Visit Conduct Type ID and click Delete the selected type disappears from the list.