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Create an Information Request using a template

To create an Information Request using a template:

  1. Open an existing project and go to the Requests tab.

  2. Click Create request > Information request > Create from template.

    NOTE:

    Information Requests can also be created from scratch (blank).

  3. Select your preferred Information Request template and click Create information request.

Your new information request will now use the same structured form and field definitions as the chosen template.

Create an Information Request using a template

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