Genota Forms 2
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©2003-2014 Ausgen Family History Services
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Copy
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This option is used to create an copy of the displayed Template as the basic form for a new Template.
1. Select the Copy button from the right hand side of the Display Template screen to create a copy of the displayed Template. Note that the FORM TITLE filed is empty.
2. Edit the Title of the newly created form so that it is unique then edit any other information as required.
3. Select the Save button from the right hand side of the Display Template screen
3. The new Template that was created from a copy of the original template is now in the FORM TEMPLATE VIEW section of the Genota Forms Workspace ready for use.
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New
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1. Select the New button from the right hand side of the Display Template screen
2. Edit the relevant fields and enter all applicable information as follows
Once all the relevant sections have been completed, select the Next button.
3. Select the desired element from the AVAILABLE ELEMENTS column and click the right arrow button to move it to the FORM ELEMENTS column. Repeat until all the element that are to be included on the form are in the FORM ELEMENTS column.
Should a element be incorrectly moved to the FORM ELEMENTS column, click the left arrow button to return it to theAVAILABLE ELEMENTS column.
Should a new element need to be created, select the NEW ELEMENT button to create a new element
4. Check to make sure that all the elements in the FORM ELEMENTS column are in the right order. If they are not, they can be readjusted using the Up and Down arrows.
5. Select the Save button from the right hand side of the Display Template screen
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Edit
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1. Click on the Edit button on the right hand side of the Display Template screen
2. Edit the relevant field with the updated information. This also includes the FORM ELEMENTS
3. Select the Save button from the right hand side of the Display Template screen
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