Skip to main content
All CollectionsDocumentsCustom Documents
Creating/Managing Custom Document Templates
Creating/Managing Custom Document Templates
Jeanette Wilson avatar
Written by Jeanette Wilson
Updated today

NOTE:Only administrator users have the ability to add/edit custom document templates.

Creating a New Custom Document Template

  1. Log in on the web at https://www.ireportapp.com/login

2. Choose your location to go to your dashboard

3. Navigate down the left side to the Custom Templates tab and select Document Templates:

4. Click Page Actions and select Create Document Template in the top right corner:

5. You’ll be taken to the document template creation page. The following fields will be available to you:

  • Title (Please be concise and consistent with document titles, to help when viewing Analytics).

  • Should be able to be expired: Check this box if you want to give the ability to set a number of days/weeks/years the document will expire after creation.

  • Is this a Confidential Document?: Check this box if you want to ensure that this document is only visible by specific users. Click HERE for more details on selecting those users.

  • Has an Involved Employee?: Check this box if you want to track an employee name with this document submission. It will be a column on the list page so you can easily filter/find documents by involved employee.

  • Question: This is a required field - type your question/prompt text in here.

  • Type of Input: How the question can be answered. Choose one of the following:

    • Dropdown (choose one from a list of possible answers)

    • Multiselect (select multiple answers from a drop-down menu)

    • Radio Button (only allows two answer choices)

    • Check Box (allows multiple answers to be checked from a list)

    • Google Address (if you are requiring an address be entered)

    • Text Field (one line of open text to be entered)

    • Text Area (multiple lines of open text to be entered)

    • Date (enter only a specific date)

    • Date/Time (enter both a specific date and specific time)

    • Block of text (this displays the text you write in the question box and is not answerable. Use this to label sections or provide instructions for filling out the document.)

    • Employee list (will populate a drop-down list of all relevant employees, just like you see on an incident report)

    • Signature (provides a box for a digital signature to be entered)

  • Is Required: Check this box if you want to require an answer to this question before the document can be submitted.

  • Show Question on Analytics: Only applies to non-text based answers

  • Add Row/Add Five Rows: Click one of these buttons to add one or five more rows to add more questions.

6. The Dropdown, Multiselect, Radio Button and Check Box input options all require pre-determined answers. Click on View Options to bring up a window to input those answers.

  • NOTE: You will always have to input at least one answer, regardless of which of the four above options is chosen. To add more than one answer, select Add Option as many times as you need and fill in the answer(s) where it says Type your option here.

  • NOTE: You can also choose to have these above answer options appear on Analytics. Select Show Question on Analytics to turn this on.

7. Click the X if you added too many options and need to remove one or more.

8. Once you have entered the available options, hit Save Changes to save your answers.

9. Once you have your question(s) and answer fields entered, hit the green Create button at the bottom of the page:

Managing Existing Custom Document Templates

To edit, duplicate, or delete any of the custom document templates you have made, follow steps 1-3 to access the Custom Document Templates page.

Editing a Document Template

  1. If editing, click the title of the document template you’d like to edit:

2. The template will open. You will be able to edit right away.

  • NOTE: You cannot change the input type for the questions or whether they are required. If you want to change these settings, it is recommended to clone the question and then make the necessary adjustments, and delete the original question:

3. After you clone a question, you can change any of the question information. If you don’t want to keep the original, be sure to delete it.

4. When finished making edits/clones/deletions, click Save at the bottom of the page.

Duplicating a Document Template

1. If you are duplicating a template, select Page Actions and the Duplicate Document Template.

2. A window will appear asking which document template you wish to duplicate. Select the template from the drop down menu and click Create once you've made your selection.

3. You will be taken to the template where it will be fully editable. The document title will now read "_________ - Copy" to indicate this is a copy of the original template. This should be changed to fit your record keeping needs. Once you have made your changes, click the green create button at the bottom of the page.

Deleting or Archiving a Custom Document Template

To delete the entire custom document template, click into the template you wish to delete. Select Page Actions -> Delete Template in the top right corner of the screen. You will then be asked to confirm your decision.

  • You will be able to Archive the template from the same spot. Just click Page Actions -> Archive Template.

  • NOTE: If you delete a document template by mistake, please contact Customer Success for assistance.

For any questions, please don’t hesitate to contact Customer Success using one of the following methods:

Did this answer your question?