Templates

Template Basics

Last Updated: Jul 08, 2016 11:08AM PDT


A GoFormz Template is a master version of your form. This is where you define what fields go into your form, name your fields, lay them out, set default values, etc. Once the template is built, you can create individual forms based on it. From a permissions standpoint -- typically, only a few users in your GoFormz account have access to editing templates, whereas all users can fill out a form.

The starting point for a template is a paper form. To create a template, you upload your paper form’s image into GoFormz, then overlay electronic fields on top of that image to let GoFormz know where the user inputs should go. This results in a form template that looks just like your paper form, but is much more functional and easier to work with.
 

Key properties

 

Here are some key terms and definitions to help you better understand GoFormz templates:

 

Key functionality

 

Here are some highlights of what you can do with form templates:

 

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