Introduction
With templates, you define supply sources, columns and the Invitation Message once and start as many Article Requests from them as you like. Key Users and administrators manage templates under Settings → Requests → Forms – in the list, Article templates are marked with the category "ARTICLE".
Create a template
Click "+ Create Template" at the top right
Enter a name and select "Article" as the Request category
The editor opens with two steps:
General — "Template name" and optionally an "Invitation Message" that every Request from this template takes over
Supply sources — supply sources and columns (including response options) with which every Request from this template starts
Click "Save"
Create a Request from a template
Open Requests → Article Requests, select "From template" and then the desired template. Supply sources and columns can be further adjusted in every Request.
Prepared templates
For typical use cases (e.g. PPWR, SSA, REACH/RoHS, food contact, Article specifications), Tacto can provide you with prepared templates – please contact your contact person about this.