Templates

Template Basics

Templates are the master version of your digital document. Explore more key terms and Template basics here.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Written by GoFormz Support
Updated over a week ago

Setting up PDF Export Settings

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

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.

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.

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.

Written by GoFormz Support
Updated over a week ago

Copying a Template

Learn how you can easily copy a mobile form Template here.

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.

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.

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.

Written by GoFormz Support
Updated over a week ago