Edit Templates

Templates can be edited or used to create a new form.

Editing a template only allows you to save a new copy of it or send it without updating the saved template. If the original version of a template is no longer required after editing it, you can delete it.

  1. Go to Templates, then find and select the required form.
  2. Select Use Template.
  3. Edit the sections of the form as required.
  4. To save a new copy of the template, select Save as Template. Alternatively, if you want to send the form, select Submit.