Templates
Learn everything you need to know about creating, completing, and modifying your form Templates here.
28 articles
Written by GoFormz Support
About eSignature
Capture E-SIGN compliant digital signatures from your Form Users with eSignature fields.Written by GoFormz Support. Updated over a week ago
The differences between Templates and Forms
A Template is the primary version of your document. Every instance a Form User fills out is a Form.Written by GoFormz Support. Updated over a week ago
How to Use eSignature with Public Forms
Include an eSignature field on your Public Form to collect a legally binding, E-SIGN compliant signature.Written by GoFormz Support. Updated over a week ago
About Templates
Templates act as your data collection blueprint in GoFormz.Written by GoFormz Support. Updated over a week ago
About the File Attachment field
Enable your Form Users to include files with their Form submission using the File Attachment field.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
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
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
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
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
Building Your Form View
Written by GoFormz Support. Updated over a week ago
Building Your List View
Build a List View layout for your Form using the List tab in the Template Editor.Written by GoFormz Support. Updated over a week ago
Adding and Configuring a Data Field
This article is a high-level overview of how to add new data 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
Introduction to Template Versioning
Template Versioning allows users to have more flexibility when editing a template.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
Using the Calculation Builder
The Calculation Builder provides template builders with an intuitive approach to adding calculations to their fields.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
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
Advanced Field Types - Drop-down Fields
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
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
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
Setting up PDF Export Settings
PDF Export Settings 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
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
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 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