TotalBrokerage allows you to copy form mappings between documents. This makes it easier to reuse existing field mappings when working with similar forms or documents.
You can copy fields that have already been mapped on one document and transfer those mappings to another document.
Getting Started
To begin, navigate to one of the following:
- Transactions Forms Library
- HR Forms Library
- A Transaction Document
Click the Actions button in the top right corner and select "Save Fields as Template".
Create a new template or choose an existing.
Create a name for the template.
And select the template owner.
USING A TEMPLATE
After you have named the template, you are able to navigate to or upload the new document that would like to map.
Click Actions at the top right and then select "Import Fields from Template".
Click the template that you just created for this document.
Here you are able to fully replace any existing fields on the document or fully replace the pages with everything from the selected template.
Click Okay.
Your document will have the fields from the field template you have chosen.
Click Save.
