Once you've built a great form, save it as a template to reuse across clients or projects.
How to save
- Open the form in the builder
- Click Save as template (top toolbar)
- Name the template, pick a category and add optional notes
- Click Save
What gets saved
- All questions (in order)
- Welcome page and thank-you page
- Layout style
- Branding is not saved (so the template stays neutral)
- Placeholder values are stripped — the brackets stay so the next user fills them in
Where they live
Your templates appear in the My templates section of the template library, separate from the public library.
You can edit or delete your own templates at any time from there.