How to Preconfigure an Audit Template

This is optional, but it is a really useful feature that can potentially save you time.

Your Document can be based on either a Document Type (predefined in the Documents module) or a Regular Document. 

1. Go to Audits > Module Settings.
2. Select Preconfigure templates.
3. Select a Document Type, or
4. Select a regular Document.
5. Toggle the allow to override PDF Template ON/OFF.
6. To note - you can click here to view available Audit variables for your template.
7. Save your selected options.