A Library Template is a reusable template of fields that have been placed. They are either saved as a Form Field Template, or a Library Document. The creator of the Library Template can set the permission level to determine who has access to use and send these templates.
You can start a transaction using a template from the Manage tab by selecting the template and clicking the Use Template link in the right rail options.
For users with access to templates in multiple groups:
On the Home page, ther eis an option to Start from library.
Clicking this button opens a file selector that allows the user to select either a Template or Workflow to start the send process.
The Recent tab shows the 20 most recently used Templates, with the most recent at the top.
After selecting the Template (or Worklflow) and clicking Start, the user is moved to the Send page with the template already attached.
Accounts that have Users in Multiple Groups (UMG) enabled see folders for each group they are a member of, with the related templates inside. Account-level templates are stored in their own folder at the bottom of the list.
The templates available to the user will be limited to:
To use a library template, click the Add Files link, and then click the Templates option on the left rail.
A list of the available templates is presented.
Check one or more, and click Attach.
The drag-and-drop Editing screen opens, so you can place various fields on the document, or you apply a previously saved Form Field Template.
To use a Form Field Template, click the Field and Page icon in the upper-left corner of the screen.
Choose which Form Field Template to apply, and what page to start the Template on.
When you are done adjusting or placing the fields on the document, click the blue Send button in the bottom-right corner of the screen to send the document, with those fields placed.
It is possible to use multiple Form Field Templates on a single document. Simply repleat the steps to apply a Form Field Template for each one you want to use, and all the fields appear on the document.
Note: Be careful you don't have overlapping fields when multiple Form Field Templates are applied.