Create forms from templates Praxis Desk
Offisy provides form templates: Standard, e-card, social insurance, and Thieme. You don't create or change templates yourself. You create your own form from a template and then customize it.
Note: You can also create an empty form. For how, see Create and manage forms.
Where do I find form templates?
Go to Einstellungen (settings) > Formulare (forms). Once at least one template is available, you'll find the Aus Vorlage (from template) button in the action bar at the top right. Use it to create a new form based on a template.
Prerequisites
Required license
This feature requires the Formulare add-on for Praxis and Desk.
You need the Formulare: Formular Editor: Erstellen permission.
Create a form from a template
- Go to Einstellungen > Formulare.
- Click Aus Vorlage. The Aus Vorlage erstellen dialog opens.
- Search by Name oder Bogen-Nummer (name or sheet number) in the search field. Or filter by category: Alle (all), e-card, Sozialversicherung (social insurance), Thieme, and Standard. If templates exist in several languages, narrow them with the language selector next to the search field (default: Alle Sprachen, all languages). If there are many results, page through the list using the pagination.
- Select the desired template from the list. A green icon marks templates that support e-card. Thieme consent forms also carry the Thieme badge along with Bogen {Code} (sheet) and Auflage {Auflage} (edition). If a template exists in several languages, choose the version on the right of the row (language · edition).
- Confirm the Aus Vorlage erstellen (create from template) prompt with Erstellen. The new form appears in your form list. You can edit it immediately.
Note: Which templates you see depends on your add-ons. Thieme forms appear only with the Formulare erweitert + Thieme Aufklärungsbögen add-on. Templates with a form type appear only with the Formulare für österreichische Sozialversicherungen add-on. e-card templates also appear only with an e-card add-on.