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Choose template components

Use the right field for the information the job needs.

Components may include short and long text, tables, reusable or one-off checklists, documents, attachments, hyperlinks, images, signatures, dates and dropdowns.

How to do it

  1. Open a template screen in the builder.
  2. Choose a component for each piece of information to capture or show.
  3. Set a clear label and relevant options, such as read-only or required, where available.
  4. Arrange the components in working order and save.