Guide: Creating an Access Form Template
Step 1: Navigate to the Forms Section
Open the Forms menu.
Go to the Templates tab.
Step 2: Access the Manage Templates Option
In the Templates section, click on More.
Select Manage Access Templates from the dropdown menu.
Step 3: Create a New Access Template
Click on Create Access Template.
Step 4: Fill in Template Details
Enter the template name in the designated field.
Add the person or group you want to grant access to the template.
Step 5: Set Permissions
Review the available permissions:
Read and Write: Allows the user to view and edit the template.
View Only: Restricts access to viewing the template without making changes.
Ensure the permissions are correctly set in the General Access section.
Step 6: Submit the Template
Once all settings are configured, click Submit to finalize and save your new access template.