GoFormz

Templates act as your data collection blueprint.

Templates overview

In the Templates tab you'll access and manage the central information-gathering resource in your account.

Templates tab navigation

Build your Template's Form view using your existing digital document to collect the information you need.

Build a new Template

Build Templates in the Template Editor to collect the information you need from your Form Users.

Template Editor navigation

Build both Form and List views for your Templates to provide your Form Users with dynamic options when they fill out Forms.

About Form view and List view

In the Template Editor, access the Page Editor. Learn how to navigate the Page Editor's functions, and manage your Template's pages.

Page Editor navigation

Manage and map page elements in the Page Editor to customize the appearance of your PDF background.

Page elements overview

This article goes over the details of how to add and configure a new table in your Template.

Add and configure a table

Build a List View layout for your Form using the List tab in the Template Editor.

Build a List View for your Template

The Dynamic Field Properties feature allows you to change certain field properties in response to changing field values.

Dynamic Field Properties

Templates can be deleted either individually or in bulk. Learn more about deleting Templates here.

Deleting a Template

Create a duplicate of your existing Template.

Duplicate a Template

PDF Export Settings let you specify which pages should be printed/saved for different audiences, learn to set them up here.

Setting up PDF Export Settings

Automatically apply custom names to your Forms as you receive them when you set up a Default Form Name formula.

Assign Default Form Names

Template Versioning allows users to have more flexibility when editing a template.

Introduction to Template Versioning

Templates FAQ

Review this example of how to leverage the Account User List alongside a database field to filter the options available to Form Users.

Filter Form User options based on their Groups

Learn how to use a Form User’s selection in one field to automatically populate multiple fields with your Account User List.

Auto-fill multiple fields with a single field response using a database formula

Create Template-level Custom Functions to simplify the formula syntax for your formulas.

Custom Functions overview

Your account is equipped with an AI Template builder, which automatically maps fields to your Template.

Add fields to your Template using AI

Setting Up Field Validation

Templates act as your data collection blueprints. 

Templates

Learn about the available fields and their unique properties.

Field properties reference

Audio field details

A drop-down field provides Form Users with a menu containing a list of items, from which only one selection can be made.

About drop-down fields

This article reviews every field you can add to a Template — from everyday Text Boxes and Drop-downs to specialized fields like Sketches, Barcodes, and E-SIGN compliant eSignatures. Use it…

Field Types - Template Builder

About Checkbox Group fields

Capture E-SIGN compliant digital signatures from your Form Users with eSignature fields.

About eSignature

Include an eSignature field on your Public Form to collect a legally binding, E-SIGN compliant signature.

Use an eSignature field with your Public Forms

Enable your Form Users to include files with their Form submission using the File Attachment field.

About the File Attachment field

Learn how to use DataSources within your form Templates for Database and Barcode Fields.

Using DataSources in a Form Template: Database and Barcode Fields

Reference DataSources within Templates with database fields to provide your Form Users with selections directly from your existing datasets.

Database field details

Admins can control which fields are eligible for Automatic OCR and provide guidance to improve how Automatic OCR places extracted text.

Configure Automatic OCR (beta) and OCR guidance for fields

Data fields

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Connect the tools your team already uses to bring data in.

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