Creating a Template

Templates allows users to create a form that can be used for more than one transaction.

The template contains pre-filled data so that when it is used to create a form, the data is transferred into the new form.

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The correct sequence is to select the Template, then select Create Form. Once the form opens, make your additions. This is important to remember, as Templates are able to be edited by all users. Making changes before creating the form from the template will update the original template data.

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Check out our video tutorial or read the step-by-step instructions below!

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📝 Steps

1. Click Templates in the left menu then click Create in the top right corner.

   

2. Select the desired form from the list, then enter a template name in the description area and click Create.

   

3. You are now able to complete the template with generic information that will be standard across forms created from this template. Once completed, click the Save button on the top right of the page, or if you only partially complete the template, clicking the Save button will save the work in progress.

   

4. To return to the template to add further, or change the standard details, please refer to Updating or editing a Template.

5. To create a form from this template, please refer to Creating a Form from a Template.