Library

Each agency has its own Library which contains all forms imported from either the Master Library or Form Builder. Each form's row has a gear icon that opens its config drawer.

Per-form config

The drawer is split into tabs:

General Settings

The home for the most common operations.

• Upload New Template swaps in a new Microsoft Word .docx file for the form. See Template Reference for the variable syntax.
• More Actions menu:
  • Download Existing Template pulls down the currently uploaded .docx.
  • Check Template for Errors runs a health check that flags dangling tags (missing { or }), invalid filter expressions, unused form fields, and extraneous variables that won't be populated. A full report can be downloaded as a text file. (The check does not inspect headers or footers.)
  • Variables opens a quick reference of every variable available to this form.
• Menu Label renames the form as it appears in the Generators dropdown.
• Custom Icon sets the icon shown next to the label. Use any Fontawesome 6 class such as fas fa-link.
• Primary? toggles whether the form appears in the Generators dropdown. Non-primary forms remain in the Library but are hidden from the menu, which is the practical way to enable or disable a form without deleting it.
• Group and Group Icon place the form into a submenu inside the Generators dropdown. Forms sharing the same Group name are clustered together; the Group Icon decorates that submenu's heading.

Destinations

Configure where a generated document is sent automatically. New destinations can be added by type: Email (active), with POST and Store placeholders for future integrations. Each destination row has tools for editing or removal.

Email

Older single-destination email integration. Toggle Enable email? and fill in To, CC (optionally exposing CC for the user to edit at generation time), Subject, and Email Body. Use {email} to insert the user's profile email and any form variables in the subject or body. Optionally Attach document? sends the generated .docx along with the message.

SharePoint

When the agency has SharePoint enabled, forms can be routed to a Drive + Path on save. A live preview shows the resulting filename pattern (optionally prefixed with YYYYMMDD HHmm).

Modules

(Super-user only.) Bind a form to one of the agency's modules so its data is rendered into the generated document:

• Firearms Qualifications
• Less Lethal Qualifications
• Firearms Training
• Vehicle Inspections

Only one form per module per agency. If another form is already bound, the toggle is disabled and the current binding is shown.

See also: Templates, Template Reference, Hosted Files.