Skip to main content

Templates

Template creation

A template define the configuration of the spreadsheet file that you want to accept from the users.

This guide will walk you through the template creation process.

Go to the template creation page

Template name

Give an useful and unique name to identify the template.

Template creation name field screenshot



Click on the Add column button to add a new column.

Template creation add column button screenshot



Fill in the column fields and save. Note that only the "name" field is required.

Template creation column modal screenshot



Then save the template.

Template creation add column button screenshot