PDF walkthrough of the sunapsis Template Management functionality including:
- Feature training
- Building templates using data from e-forms, pre-existing data, or fixed values
- Understanding how to add, configure, and apply data templates
- Understanding the match column in building templates
- Tips, tricks, and best practices
- Common challenges
Note: Documentation provided as is for the 3.78 version of sunapsis. Separate 4.0 version of template management is forthcoming.