Create a form template

To create a new form template follow these steps:

1. Navigate to the Templates tab of your organisation then click the Forms tab.
2. Click on ACTIONS button to create a new form template.
3. Provide a name and description.
4. Create question groups as required by clicking CREATE QUESTION GROUP.
5. Populate question groups with custom fields e.g. text, dropdowns, checkboxes or multiple choice.
6. Modify access from the Visibility tab.

Related articles

• Document templates
• Document submissions
• Notes