How can I create a Template?

This article will show you how to create a Template.

Follow these steps to add/create a new Template:

Step 1: Click on the "Forms" dropdown from the left side menu and select "Templates"

Screen Shot 2023-09-01 at 11.03.19 AM

Step 2: Click "Add" in the top right. You will then be presented with the Template Builder:

 

Step 3: Use the Basic fields menu on the right to drag and drop components and design your new Template. When you're finished, be sure to press "Save" at the bottom. This Template will now be available for future Forms. 

If you are looking for in-depth training please contact your Client Success Manager and they will get you set up. For videos on how to use the Corfix Template Builder please click here.