Templates Tab

Last Updated: Jan 21, 2019 02:56PM PST

The Templates Tab lists all the templates and template folders that you can access from your account. Folders have a  icon next to them, to differentiate them from templates.

  • To create a new template, click the Create button in the upper right.
  • To create a new template folder, click the New Folder button in the upper right.
  • To edit a template, click on that template’s name in the list.
  • To view the templates inside a template folder, click that folder’s name.
  • To search for a template by name, use the Search Bar at the top. You can use any substring of a template's name to find it. Note that searching within a specific folder will only search for templates within that folder, whereas searching at the top level will search all folders.


Individual template actions

To the right of each template/folder name is the  Actions dropdown, which contains a set of actions that you can perform on that item. Click on the action name below to learn more about it. The New Form, Public Share and Duplicate actions are available only for templates; the Edit and Delete actions are available for both templates and folders.

Bulk template actions 


There are two actions that can be performed on multiple templates at once — Delete and Move. The former will delete several templates at once, and the latter will move several templates into a template folder. To use these bulk actions, check the boxes to the left of your template names. New Delete and Move buttons will appear at the top. Click one of these buttons to perform the associated action.
Note that these bulk actions can only be performed on templates, not on template folders.

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