ParentPaperwork Form Templates can now be organised by category

As more and more schools come on board, and use ParentPaperwork more frequently, we continue to look for ways  to present information in easy to understand ways.

Some schools who have been using ParentPaperwork for a while, and built up a large library of Form Templates, have suggested we should introduce a better way to organise the Templates into groups, so we’ve introduced a new feature to enable you to categorise your Form Templates.

Managing Form Template Categories

The categories are managed from the Settings page – click on your user name at the top right, and select Settings > Form Template Categories.

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You can have as many Categories as you like. Click the blue Add New button to create a new Category.

Assign Templates to Categories

When you edit a Form Template you can assign the Template to one or more Categories. Click the Categories field to see a list of available Categories, and click on the one you want to allocate.

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The assigned Categories will be displayed, click the small X to de-allocate.

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Creating a new Parent Slip

When you create a new Parent Slip, the available Form Templates are displayed grouped by Category. By default all will be displayed, but you can filter to a Category by clicking the relevant Category Name in the left hand list.

Click the blue Go button to create your new Slip from the desired Template.

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