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Writing predefined form models
A new form model is created as illustrated below. There, similarly as for campaign or letter creation, a Document Editor popup shows, with the following elements to fill :
- a name under which to save this predefined model ;
- whether this model will be used for a print-out (postal) or mail-send (electronic) purpose ;
- whether a CRM action will be automatically created when form is generated or sent ;
- a print template.
Once created, a form model can be modified or deleted.
Next: Generating a form Up: Predefined forms Previous: Predefined forms