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Creating a Form from a Template

Once you have created your custom templates you can create a Form from that template.

📝 Steps

  1. Click Templates from the left menu.

  2. Click the three dot icon in the row of the desired Template then select the Create Form Action from the drop down menu OR within the desired Template, click the Create Form button in the top toolbar

    Creating Form from Template logo

  3. A dialog box will appear where you can enter the name of the form and then select Save.

    Creating Form from Template logo


Uncheck auto fill my agency/agent option if all information saved in template is to transfer to new form.

  1. You are now able to complete the form, in the usual manner. Once completed, click the Save button on the top right of the page, or if you only partially complete the form, clicking the Save button will save the work in progress. To return to the form for completion, please refer to "Using Forms".

Your newly created form will now appear in the "Forms" List

Creating Form from Template logo