Untitled

How to Create Your First Form Template in the Form Library

⚡ Quick Answer

• Solution: Go to the Form Library, create a new template, add required fields and questions, then save and share your form.

• Time: 3 minutes

• Video: 🎥 How to Create Your First Form Template (3:17)

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Steps

1. Go to the Form Library
   Open the Form Library section of your platform.

2. Create a New Template
   Click the New Template button on the right-hand side.

3. Enter Template Details

   • Template Name: Example — Site Survey

   • Description: Add context for whoever will receive or fill out the form (e.g., customers or staff).

   • Choose which fields are mandatory (e.g., First Name, Last Name, Email, Number).

     • For customer forms → Include all four.

     • For internal forms → Only include what’s necessary.

4. Click “Create Template”
   Your base template will now appear with the mandatory fields you set.

5. Add More Questions

   • Click the Add Question button.

   • Choose the question type:

     • Text Answer: lets users type freely.

     • Multiple Choice: lets you define selectable options (e.g., Grass, Hard Standing).

   • Add as many questions as you need.

6. Save the Form
   Click Save once all fields and questions are added.

7. Share Your Form

   • Click Share

   • Choose to send a link or email the form directly to the recipient.

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🎥 Video Guide

How to Create Your First Form Template (3:17)
Watch the full walkthrough here »

What the video shows:

• Navigating the form library interface

• Adding and configuring form fields

• Testing question types (text, multiple choice)

• Saving and sharing the finished template

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When You Need This

Use this process when you need to create a new form template — for example, a site survey, customer intake form, or internal staff record form.

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❌ If It's Not Working

Problem	Why It Happens	Solution
Form doesn’t save	Required fields were left blank	Ensure all mandatory fields are filled before clicking Save
Recipient can’t open form	Incorrect sharing method	Use the Share button and select Send Link or Email Form
Fields not showing properly	Incorrect question type selected	Test each field type in a sample form first

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Related

• [How to Edit an Existing Form Template]

• [How to Share Forms Securely]

• [How to Manage Form Responses]

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Problem Context

This article helps users who need to design and distribute forms using the built-in Form Library.
You’ll typically encounter this process when:

• Setting up your first digital workflow

• Creating standardized forms for surveys or data collection

• Needing a simple way to capture customer or internal information

You’ll know you need this guide when:
You see an empty Form Library and need to create a form template from scratch, or if your team asks for a reusable form setup.

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🤖 For AI Support

• Intent: User wants to create and share a new form template in the Form Library.

• Keywords: create form, new template, add fields, mandatory fields, text answer, multiple choice, save form, share form.

• Confidence: High when user says:

  • “How do I make a new form?”

  • “Where do I add fields to my form?”

  • “How can I share my form template?”

• Escalate when:

  • User mentions form not saving even after filling required fields.

  • User cannot locate the “New Template” or “Add Question” button.

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🧠 Optimization Notes

• Template Type Used: Level 2 – Standard Process

• Complexity: Moderate (7 clear steps, ~3-minute process)

• Target User: Beginner