Use templates in the Digital Forms Dashboard to quickly create new forms that collect important information from your customers.

Create a Form Using a Template

  1. Select template18x18.svg Form Templates in the Digital Forms Dashboard
  2. Hover over the template you would like to use to create a form
  3. Click View
  4. Select Make a Copy in the top right corner
  5. Click View Form in the pop-up

The new form will pop up in the Form Builder. You can edit the newly added form by selecting the Edit.svg Edit icon in the top right corner.

Template Gallery Overview

  • Use the View icons in the top right corner to change the view between the tiles and a list.
  • Select the Star next to the name of a template to add it to your favorites list. Click the star again to remove it from your favorites list.
  • Sort using the dropdown in the top right corner to see the templates in order of:
    • A-Z
    • Oldest to Newest
    • Newest to Oldest
    • Most Popular 
  • You can also search the templates to quickly find what you're looking for. 
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