Associating an eForm Template to an Item (Job/PO) 02 September 2019 10:45 Updated Follow Make sure you have one or more eForm templates created Open the item you want to associate the template to Use the dropdown to associate the template (see below) Click 'Save Item Details' Related articles Create an eForm attached to a Quote, Job or Purchase Order Creating and Editing an eForm eForm PDF Templates & Tags eForm Templates (Creating and Using) Getting Started with eForms
