When you create a template, there is no assignment by default. To assign a template, follow the steps below:
1. Go to your Document Type page.
2. Click the DocID link of the template you wish to assign.
3. In the task pane, under the Routing section, enter the user name of the person to whom you want the template assigned in the Assign to field. Tab out to verify the user name. If the user name you entered is an existing FormsBoard user, the task pane will return the user’s full name. If user is invalid, it will return an error “Unknown Alias” so make sure that you type in a valid FormsBoard user.
4. Select a Status for the document.
5. Click Save and then Close.
6. Back in the Document Type page, you’ll see that the template is now assigned to the specified user. If you wish to reassign it, just repeat these steps.