- Select the Process Selector on the top-left corner.
- Select Process Settings on the left-hand side.
- Select the Cover Page tab on the left-hand side.
- Add a new Group on the Cover Page by selecting +Add new group.
- Name the new Group.
- Choose if this Group will be hidden from the Cover Page.
- Hidden Groups are not visible for any User on the Cover Page, but they are not fully deleted either so they can be easily added again when needed.
- Click Create to create the new Group.
- Edit a Group by selecting the pencil icon next to the Group Name.
- Remove a Group by removing all fields within that group and selecting the Trash Can next to the Group Name.
- Add a new Field to a group by selecting +Add new Field at the bottom of that group.
- Select the Field Type you want to add and populate the required fields.
- Select the Field Type you want to add and populate the required fields.
- Archive a field by selecting the red '-' icon or by clicking and dragging it to the Archived Fields section.
- This field is not deleted but archived and can be added back if needed. Archived Fields can be found at the bottom of the Cover Page Template in the Archived Fields section.
- This field is not deleted but archived and can be added back if needed. Archived Fields can be found at the bottom of the Cover Page Template in the Archived Fields section.
- Delete a field by selecting the Trash Can icon next to a Field in the Archived Fields section.
- Click and drag a Group or Field on the Field List to a different position to change the order or to move it in/out the Archived Fields section.