Configure the iSheets module

Once the iSheets module has been enabled, there are a few settings that can be applied to the entire module. From within the
Admin
tab, navigate to
Module settings
>
iSheets
. Once selected, this page will list all of the existing iSheets (if any) for the current site:
note
If the iSheets module has been renamed, the iSheets admin link will also be renamed.
In site
Admin
for iSheets you can manage the
Document Automation
templates.
The order in which the iSheets are displayed in the iSheets module is controlled by the order that they are listed in the
Sort iSheets
screen. If you want to change the order of how they are listed, select
Sort iSheets
then drag and drop items in the list:
To apply any changes that have been made to the Sort order, select
Apply
or select
Cancel
to close the window and disregard any changes.

Search for an iSheet

As of March 2023, if your site has many iSheets, you can use the
Search iSheet names and description
field to quickly locate an iSheet with either the name or description.

Set the default iSheet

You can set an iSheet as the
Default
which will be the first iSheet listed in the iSheets module and the default landing iSheet. Other iSheets are listed according to the defined sort order.
The current default iSheet is highlighted with a
Default
tag:

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