Epi Info™ User Guide

Form Designer

How To: Create a New Project from a Project Template

Another way to create a new project is to use a pre-defined project template. This option creates the project with all of the forms, pages, fields, and Check Code that are specified in the project template. Epi Info™ 7 comes with a number of sample project templates to demonstrate its many features. These templates are located in the Project Explorer under Templates > Projects.

To use an existing project template, follow the steps below:

  1. Select File > New Project from Template. The New Project from Template window opens listing the available project templates.
  2. Select the desired project template.
  3. Confirm the name and location of the new project, and the data format as shown in the window and make changes as needed.
  4. Click OK. The Form Designer will begin constructing the forms and fields and after a few moments, the first page of the project opens in the canvas.
Page last reviewed: September 16, 2022, 12:00 pm