Templates

Learn everything you need to know about creating, completing, and modifying your form Templates here.

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23 articles in this collection
Written by GoFormz Support

Template Basics

Templates are the master version of your digital document. Explore more key terms and Template basics here.
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Written by GoFormz Support
Updated over a week ago

Forms vs Templates

A Template is the master version of your digital document and every copy you fill out is called a Form.
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Written by GoFormz Support
Updated over a week ago

Templates Tab

The Templates Tab lists all the templates and template folders that you can access from your GoFormz account.
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Written by GoFormz Support
Updated over a week ago

Template Editor

You can create your first mobile form template by uploading your a form PDF or JPG to the GoFormz Template Editor.
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Written by GoFormz Support
Updated over a week ago

Template FAQ's

Explore our FAQs for answers to the most common workflow and automation questions from GoFormz users.
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Written by GoFormz Support
Updated over a week ago

Creating a New Template

Learn the basic steps of creating a mobile form template in our drag-and-drop Template Editor.
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Written by GoFormz Support
Updated over a week ago

Field Types - Template Creator

This article reviews all of the form fields that can be used in your GoFormz form Templates – like Text fields, Signatures, and Barcodes.
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Written by GoFormz Support
Updated over a week ago

Field Properties Reference

This support article lists each of the properties (e.g. formatting, functionality, etc.) available to each form field within GoFormz.
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Written by GoFormz Support
Updated over a week ago

Creating a template from a paper form

Read this article to learn how to easily create a new template from an existing paper form.
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Written by GoFormz Support
Updated over a week ago

Using Template Folders

Read this article to learn how to use and manage GoFormz Template folders.
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Written by GoFormz Support
Updated over a week ago

Building your Form View

This article details how to manager your Form View's pages, fields, formatting, and behavior.
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Written by GoFormz Support
Updated over a week ago

Building your List View

This article goes over how to build the List View layout of your form using the List tab in the Template Editor’s builder area.
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Written by GoFormz Support
Updated over a week ago

Adding and configuring a field

This article is a high-level overview of how to add new fields to your form in the Template Editor, both in Form View and in List View.
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Written by GoFormz Support
Updated over a week ago

Adding and configuring a table

This article goes over the details of how to add and configure a new table in your form template.
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Written by GoFormz Support
Updated over a week ago

Setting the Default Form Name

Learn how to leverage default form names, which are names that are given to any new form created from a particular template.
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Written by GoFormz Support
Updated over a week ago

Setting up Print Configurations

Print Configurations let you specify which pages should be printed/saved for different audiences, learn to set them up here.
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Written by GoFormz Support
Updated over a week ago

Template Page Editor

The Page Editor is a dialog box within the Template Editor that allows you to add, delete, reorder and replace pages in your form template.
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Written by GoFormz Support
Updated over a week ago

Creating a New Form from a Template

Read this article to learn how to create a new form from a mobile form Template.
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Written by GoFormz Support
Updated over a week ago

Deleting a Template

Templates can be deleted either individually or in bulk. Learn more about deleting Templates here.
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Written by GoFormz Support
Updated over a week ago

Copying a Template

Learn how you can easily copy a mobile form Template here.
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Written by GoFormz Support
Updated over a week ago

Dynamic Field Properties

The Dynamic Field Properties feature allows you to change certain field properties in response to changing field values.
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Written by GoFormz Support
Updated over a week ago

Advanced Field Types - Drop Down

A Drop Down field is a pop-out menu containing a list of items, from which only one selection can be made.
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Written by GoFormz Support
Updated over a week ago

Advanced Field Types - Checkbox Groups

Learn to configure and leverage Checkbox Groups within your mobile form Templates.
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Written by GoFormz Support
Updated over a week ago