How to use Profile Marketplace Integration

overview & requirements this article is intended for providers, system administrators, and developers who build forms and templates it will cover how to import form templates, typing templates, and document templates requirements profile version 9 0 6 and above how to use profile marketplace integration profile has a integrated marketplace functionality to search for and import form templates, typing templates, and document templates that profile hosts into profile directly without needing to go through an external website importing form templates only cdo document templates can be found in the marketplace requisition document templates are not available on profile, go to maintain/templates/forms click the find in marketplace button in the toolbar this will open up a list of all form templates available in the marketplace filtered to the user's country/province find the form you wish to import into profile or use the search bar a preview of the form will appear on the right hand panel select the form you wish to import and click import you will be presented with a confirmation pop up to confirm importing the form template or cancel to go back to profile marketplace forms window if the form template selected was previously imported and when you try to import it again you will be presented with below pop up to confirm importing the form template or cancel to go back to profile marketplace forms window upon successful importing you will see the below confirmation pop up importing typing templates on profile, go to maintain/templates/typing templates click the find in marketplace button in the toolbar this will open up a list of all typing templates available in the marketplace filtered to the user's country/province find the typing template you wish to import into profile or use the search bar select the typing template you wish to import and click import you will be presented with a confirmation pop up to confirm importing the typing template or cancel to go back to profile typing templates window if the typing template selected was previously imported and when you try to import it again you will be presented with below pop up to confirm importing the typing template or cancel to go back to profile marketplace typing templates window upon successful importing you will see the below confirmation pop up importing document templates on profile, go to maintain/templates/documents click the find in marketplace button in the toolbar this will open up a list of all cdo document templates available in the marketplace filtered to the user's country/province find the document you wish to import into profile or use the search bar a preview of the form will appear on the right hand panel select the document you wish to import and click import you will be presented with a confirmation pop up to confirm importing the document template or cancel to go back to profile marketplace document templates window upon successful importing you will see the below confirmation pop up learn more how to configure marketplace in profile docid\ h7ndrtdmtvtaf7uqrxwmvfaq's profile marketplace integration docid\ fllrro4gvyk7j hwydnvb