Customize form templates

You can customize a form or an analysis capture tool in design mode to define its layout, formatting, fonts, colors, and controls.
cloudIn the full version of Companion, you can only customize forms that are in the project's Roadmap. To update a management form or to save a custom form as a template, you must be a data architect. If you are a data architect, go to Create form templates.
  1. On the Insert tab, click Form,
  2. Choose Blank Form to create a new form or choose a form to edit, then click Create.
  3. On the Form tab, click Design. In design mode, you can use layout grids to align objects, insert controls, tables, and graphs and so on. For more information, go to Form design.
  4. After you customize the form in design mode, switch to fill-out mode to test it.
  5. (Optional) In fill-out mode, on the Form tab, click Protect Form. Enter a password to turn on password protection. Only users who have the password can enter design mode and edit the form.
  6. In fill-out mode, choose File > Save As Template > Save As Form Template, then enter a name and click Save.

    By default, Companion saves the custom form to your Personal folder. To change this default location, go to Specify where custom templates are saved.

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