First, let's remember how to create a new file. To do this, we will need to access the 'Catalog of procedures' on our website.

Access the catalog option in the options bar
Image 1: detail of access to the management of the procedures catalog

If you need more information to access it, consult the FAQ How can I access the administration of the Procedures Catalog?

Once here, scroll down to the end of the list of procedures, until you find the 'Create a new procedure in the catalog' button:

I highlighted the button to create a new procedure in the catalog.

Image 2: Detail of the management environment of the procedures catalog. “Create new procedure in the catalog button”

On this screen, fill in the data corresponding to the new procedure and when you have it, click on 'Publish':

Screen to fill in the data with the "Publish" box highlighted

Image 3: Detail of the editing environment for the new procedure. The “publish” button will allow us to have the new procedure sheet created.

Once published, it will appear in the list of procedures we had:

List of procedures highlighted

Image 4: detail of the new procedure available in the management environment

And if you access the detail, you can customize and delete it:

Customize this procedure box and remove the highlighted procedure

Image 5: detail of the configuration screen

Finally, we will only need to link this new tab to a form. To link the newly created form to a tab, we will have to go to the tab editing screen and scroll down until we find the following options:

Image about the form options: Form eTRAM 2.0, Link to own form, Description help own link

Image 1: Detail of the configuration screen of a procedure sheet

Two modifications need to be made in this section:

  • Uncheck the box “It is e-TRAM 2.0”.
  • Paste the form link into the “Link to your own form” box.

The fact that “It is eTR-AM 2.0” must be unchecked is so that the service interprets that you are not trying to link one of the forms we offer by default (generic), but that you want to link one of your own.
Example of how to act:

The box is the highlighted e-tram 2.0 and the link to the own form is highlighted.


Image 2: detail of the configuration screen of a procedure sheet where the link to the newly designed form must be indicated

And how can I get the link?
You can get the link to your own form from the list of forms once you have created it. If you click on 'Process link' it will be copied directly:

Guided image on how to get the link in the actions section
Image 3: Detail of the forms screen where you can obtain the link to any procedure and copy it