Template Page

Template Pages, sometimes referred to as external pages, are a feature in SmartSimple that:

• allow users to enter records in a SmartSimple UTA without having to log into SmartSimple;
• allow system administrators to configure customized formatting for UTA records;
• can be configured to include a confirmation page upon submission of the record.

Template Pages are associated with a particular Level 1 Template, Level 2 or 3 Type or Transaction.

Accessing the Template Page

To access the Template Page for a Level 1 Template or Level 2 or 3 Type:

1. Go to the UTA Settings Page.
2. For Level 1 Templates, click on the "Templates" hyperlink. For Level 2 or 3 Types, click on the "Types" hyperlink.
3. On the left-hand list of Templates or Types, click on the hyperlink for the Template or Type for which you want to configure a Template Page.
4. At the top of the Edit Template/Type page, click on the "Template Page" button.

You will now be brought to the Template Page configuration screen.

To access the Template Page for a Transaction:

1. Go to the Global Settings page.
2. Under the Company & Account Settings header, click on the hyperlink for "Transaction Types".
3. Choose from "People" or "Company" Transaction Types from the drop-down field at the top of the page.
   

   Choose from People or Company Transaction Types
4. On the left-hand list of Transaction Types, click on the hyperlink for the Transaction Type for which you want to configure a Template Page.
5. At the top of the Edit Transaction Type page, click on the "Template Page" button.

You will now be brought to the Template Page configuration screen.