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 Template button in the upper right.
To create a new template folder, click the New 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.
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 in the table below to learn more about that action. 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.
- New Form
- Create a new form based on this template.
- Public Share
- Share this form template to an external user via a Public Share URL.
- Create a copy of this form template and save with a different name.
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 actions can only be performed on templates, not on template folders.