Template Management Guide



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.

Additional information