Learn how to manage existing templates including editing, duplicating, sharing and deleting templates.
Any template can be updated so that all team members have access to up to date form details.
Interactive Guide #
Click ‘Get Started’ to see how:
Step by Step Guide #
- To see all your templates, click the ‘Template’ status chip in the dashboard so that only templates are visible.
2. To edit, click on the template name and it will open up the form overview page, where you can edit the template just as you’d edit a form.
3. Click the more options button (⋮) to reveal extra actions for your template.
4. To duplicate, use the ‘Make a copy’ option.
5. Click ‘Share’ to copy the template URL to your clipboard, so you can send it someone within your own organisation.
Note: only users of your Forms Organisation will be able to access the link.
6. Delete the template if it is no longer of use.
