Help -> Web Forms -> Web Form Templates

Starting Point: Logged into Manager with Access to Web Forms and navigated to "Manager -> Web Tools -> Web Forms".

Using Templates is a great way to speed up your Web Form design process. You can use pre-existing Templates that we built for you, and you can also make your own Templates. There are four key things to know about Templates.

1. Visibility: Web Form Templates can be seen by everyone on your Leadership Team who has been given Access to Web Tools.
2. Preview Templates: You can preview any Web Form Template by clicking the Templates tab, then clicking the desired Template's Manage button, and then clicking Preview. You can also rename and delete Templates through the Templates tab as well.
3. Import Template: From the Design Page of any Web Form, you can click the Manage button and select the Import Template option which enables you to replace the Design of your current Web Form with any of the Templates.
4. Export Design: From the Design Page of any Web Form, you can click the Manage button and select the Export Design option which enables you to create a new Template (or Web Form) with the Design of your current Web Form, and there is a separate help article about this.

Related Help Documentation:

• Help -> Web Forms -> Web Form Design
• Help -> Web Forms -> Export Design

Applicable Manager Links:

• Manager -> Web Tools -> Web Forms