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:
If the iSheets module has been renamed, the iSheets admin link will also be renamed.
From this screen, you can create a new iSheet or import iSheets from a template, or import from an Excel file:
In site Admin for iSheets you can manage the Document Automation templates. For more information click here.
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, click Sort iSheets then drag and drop items in the list:
To apply any changes that have been made to the Sort order, click Apply or click 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:
