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Advance templates

Create pre-filled advance forms.

Updated over 6 months ago

With advance templates you can create pre-structured advance forms. This way you don't have to manually create recurring parts of an advance form, but use the template for that.


Creating an advance template

Under Settings - Planning - Advance templates you can create a new template. Click the yellow button at the top right. This is exactly like creating a regular advance form. We expect that many elements you request from external parties are the same, and can be put in a form as standard.

When creating the form, choose which topics you want to see there and enter the following information for each topic:

  • Text: Gives a text box with information.

  • Question: Ask a question and allow the external party to provide an answer as text.

  • File: Offer a document or file in the advance form.

  • Request file: Allow the external party to upload a file.

If you create a new advance form in Planning - Advancing, choose whether you first want to use a template. The form itself is easily created and you can still adapt it to the correct application.

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