Where can I view my Templates?

This article will show you where to find your Templates.

Follow these steps to view your templates:

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

Screen Shot 2023-09-01 at 11.03.19 AM

Understanding the Form Templates Table elements:

  • Template: This column will display the name of the Template. It also allows you to edit the Template by clicking on the underlined name.
  • Last Updated: This column will show when the Form Template was last updated.
  • Updated By: This column will display the name of the last person to edit the Template.
  • Group: This column shows what group(s) the template is attached to
  • Actions: This column will allow you to take multiple different actions on the Template through the dropdown. You will be able to choose from:
    • Remove
    • Edit
    • View
    • Download
    • Copy