You can create your own source templates if you wish to. To do this, create a source template definition in the Source Template Definitions Dialog, and thereafter you can add it to any project as-needed. When designing a source template, this page looks at some of the issues you may wish to consider.
The first decision to make, when designing a source template, is to decide what kind of source your template is for. Are you designing a template for a Spanish birth certificate? Or for birth certificates from any country at any time? Or are you designing a template for certificates of any kind? Different genealogists will take different approaches on this and there is no definitive right answer (you can see discussions and debates on these and related topics in the Family Historian User Group website). Depending on your answer, you will wish to add different fields to your source template. For example, if your source is a cemetery, you might wish to add these fields:
If we assume that you want one Source record for each cemetery, you probably would want to make these last 2 fields citation-specific fields (i.e. you tick the Citation box when you create the field). What this means is that the information about the gravestone will not be stored in the Source record, but will be attached specifically to each citation.
It might seem that if your source is a form, you should have one field in your source template definition for each field on the form. This would be true if you were planning to use these fields to record transcript information - and you can use source template fields for this purpose if you want to. But source template fields are not ideally-suited for that purpose, and in general we recommend that you don't take this approach. Instead, we recommend that all transcript information should be recorded separately in Source records' Text from Source fields, or (if the transcript is not applicable to the Source record as a whole, but is citation-specific) in citation-specific Text from Source fields. All Source records and all citations - whether the source is generic or templated - have Text from Source fields. These are designed specifically for storing transcripts. They are long note fields which can be edited and viewed in the Notes Window. The best and easiest way of recording transcripts is to make use of the Note Window's autotext feature, which allows you to design and re-use simple forms. A form in this case will typically consist of a table with 2 columns, with text labels in the first column, and a blank second column. Family Historian comes with some pre-designed autotext forms for transcripts. You are recommended to copy these and adapt them to your own purposes. You can very quickly and easily create and save autotext for any document or form, and thereafter use that autotext for all transcripts of documents or forms of that type.
If you decide that you will use autotext for recording transcript information within Text from Source fields (if you're planning to record transcripts at all), it simplifies the process of designing source templates considerably and also reduces considerably the number of fields you are likely to need to add to your source template definitions. When choosing the fields for your source templates, you now only need to ask yourself - what fields do I need to include to ensure that source citations can be recorded accurately, giving enough information to allow anyone to find the original information referred to?