Adding Action Lists To Templates - CS

If you do not already know how to create an action list, find out how here.

• To start, go to tools > print template editor and open your chosen template.
• Select the insert table button.

• Place the table on the location you want the action list to be displayed. The table properties will display.
• Next select action list from the table container type drop-down menu in the top right corner and select the action list you require under table name e.g. energy-saving checklist. Add action lists to templates.

• You will need to add columns to the table but you may just want the description and the answer. Select the columns tab and add a standard column, then apply the corresponding field name.

To save the template click OK.

December 2016

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