To import a template, go to the forms overview. You can find this in the upper right corner of your account's modules. Go to Modules > Forms > Configure.
You will now arrive at the management screen. All active, inactive, and archived forms can be viewed here. To import a template, click "Import" in the top right corner.
The form builder, where you can create forms, will now open. Open the file you want to import.
The template will now load and appear on your screen. To save the template, click "Save" in the top right corner. You will then receive a message that the form has been saved. Then, click the "X" to return to the module within Climapulse.
The template is now saved and has a "Draft" status. The form is not yet visible to the technician and therefore not yet available for new orders. To make the form available for new orders, click "Publish."
The template has now been successfully published. You'll see that the form has been published. When you start a new assignment, you'll see the new form listed among the actions.