Form templates

A form template saves the questions and layout of a form that works, so your next intake, enquiry or feedback form starts ready instead of empty.

Save a form as a templateCopy Anchor Link

1. Open the form in the form builder from CRM › Forms.
2. Choose Save as template.
3. Enter a name that says what the form is for, such as "Client onboarding intake", and a short description.
4. Save.

You're done when the template appears in Templates › Forms.

Start a new form from a templateCopy Anchor Link

1. Open Templates and choose Forms.
2. On the template, select Use template.
3. Change anything that is specific to this form: the title, questions that don't apply, and where answers go.
4. Save the new form, then share it.

You can also start from a template in CRM › Forms: select Create Form, then open Saved templates.

You're done when the new form is saved and its first test answer lands in the right place in your CRM.

Rename or remove a templateCopy Anchor Link

Open the template's menu in Templates › Forms. Select Edit to change its name and description, or Delete to remove it. Forms you already made from it are not affected.

Good to knowCopy Anchor Link

• Remove test questions and client-specific wording before you save a form as a template.
• A template keeps the form's questions and settings. Check where answers go on each new form before you share it.
• To change the questions in a template, edit a form made from it and save that form as a new template.

RelatedCopy Anchor Link

• Forms
• Share and embed forms
• Find and use a template