How do I archive a template?

This article will show you how to archive a template so that it does not show up for workers in the field.

Follow these steps to archive a template:

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

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Step 2: Click on the template you would like to archive or hide

Step 3: While in the template, click "Show Options" in the top right

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Step 4: From the "Type" drop-down menu, select "Inactive". Having the template as inactive will keep it in your template library but it will not be available as a selection to fill out.

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Only active templates will show up as an option for workers to select.

When archiving a template, it's best to rename the template and add "(ARCHIVED)" so that you know it's not active by looking at the title.