Template Library
Use the Template Library page to manage templates and to start a new application from a selected template.
A template is an application form pre-loaded with some information, such as uploaded supporting documents or specific compliance settings.
If you routinely submit multiple consent applications with much of the same information, you can save time by creating a template with all the standard information pre-loaded. Then you can start a new application from the template and add the information specific to that application, such as the address and participants.
You can save a template from any existing consent application. Objective Build copies the application to a template, keeping the application type, supporting documents and compliance settings but removing the project-specific information: owner, agent, address, and documents relating to proof of ownership.
After you have started an application from a template, the new application does not inherit any changes you make to the template.
You can access the Template Library from the Libraries option on the left navigation.
Tools and options
|
Search on name and description to find a template |
|
Create a new application from the template |
... | Edit template |
Modify the template details and settings |
... | Delete |
Remove the template from your Template Library. You must confirm the deletion. |
Status indicators
Modified |
The date the template was last modified by you or another member of your organisation |
|
A count of documents attached to the template |
|
A count of participants stored on the template |