A template is used to create a document. A template can be created using placeholders and fields with basic formatting.
Using a template, you can set a layout for your documents or email.
Once you create a template, your documents and reports will be automatically built using this template.
The placeholders in the template will fetch data from the forms that have been submitted and a report will be auto-generated without you having to make them manually every time.
The report created will be pre-formatted according to the template.
Reports can be created using templates for single or multiple records.
Note that if you don’t create a template, a default template will be created for a document which will fetch fields from the submitted form. But to have more customization, you have to create a template on your own.