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Making, naming, and saving
templates
To Save a Template:
After you have gone through the form-fill wizard
step by step, created a form, you can review
the Print Preview and print your document (using
File > Print from the drop-down menu). Close the
Print Preview screen by clicking the X or the
magnifying glass icon in the top right corner, and
follow these steps:
1. After closing the Print Preview screen, the Print
and Save Shipment Template screen will appear.
2. Select the Save as Template check box.
3. Name your template. (A name is required to
save a template, but a description is not. The
description field is optional if you would like to
provide more detailed information for yourself
or other users to reference.)
4. Click Done.
If any of the above four steps are not completed,
your template will not be saved. If you click the
Cancel button or the X in the top right corner of
the window, your template will not be saved. You
must give the template a name and click Done.
Every time you open MASTERFORM and begin
filling in the screens, you are essentially making a
template. You can save it only after all the
screens are filled in and you have reached the
Print and Save Shipment Template screen.
The sequence number increments once per day
according to your computer’s system date. If your
system date has been tampered with, your
MASTERFORM sequence number can be thrown
off.
You can change the Sequence number
manually inside MASTERFORM Setup if you need
to. Just put your cursor in the Sequence number
field and type over the existing number. Be sure to
click Done to exit Setup and save your changes.
