Request Forms: uploading requests with Custom template

Request Forms: uploading requests with Custom template

HOW TO UPLOAD MULTIPLE REQUESTS with custom template

This section is personalised for customers who prefers to use a personalised request file template.

The function is available under REQUEST FORMS/ submenu is then particular to each customer

Warning
Follow the process indicated by the button NEXT at the bottom right. 

Make sure you click on the FINISH button to finalise the upload.





This area is only visible to users who have requested custom forms during the implementation project. 

A specific page in this HelpCenter is also only visible to each Company users group  that have requested the custom form. 






Warning
Follow the process indicated by the button NEXT at the bottom right. 

Make sure you click on the FINISH button to finalise the upload.


These custom forms can be bypassed by integrating other systems such as ERP, LIMS that would directly feed the scheduling  page.

NotesContact customercare@optima.life  and raise a ticket to request information about developing a custom request form.



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