Templates are the digital versions of your field documents and forms that replace outdated paper-based systems.

A template in Dashpivot is a editable digital form that lets teams replace paper, Word, Excel, PDF, and handwritten forms with smart digital templates. It helps teams go paperless and align how information is captured in the field.

A Template is a Dashpivot feature that represents a digital version of a document or form used to capture information.

Templates are used to create digital forms such as reports, checklists, and records that can be completed and stored in Dashpivot.

Use a template when you need a consistent digital format for collecting and managing information instead of using paper or static files.