Use a Template to Create a Form

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 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 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.