ITR templates

Create and manage ITR templates in the web app.

Before you begin

• You need permission to create templates.

1

Open ITR templates

1. In the left menu, expand Template Designer.

2. Select ITR Template.

Open ITR templates

2

Create a template

1. Select Create Template.

2. Fill in the form.

   • Fields marked with * are mandatory.

   • Use a unique Title.

3. Add description, instructions, and attachments as needed.

4. Select Next.

Create Template

Template form

3

Add sign-offs and finish

1. In Role, select the required role.

2. Select Add to include it in the sequence.

3. Repeat for additional roles.

4. Select Create Template.

Template sign-offs

Next step

Design and publish the form layout in Design ITR templates.