Templates

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

28 articles
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Written by GoFormz Support

About eSignature

Capture E-SIGN compliant digital signatures from your Form Users with eSignature fields.
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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.
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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.
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Written by GoFormz Support. Updated over a week ago

About Templates

Templates act as your data collection blueprint in GoFormz.
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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.
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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

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

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

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

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

Building Your Form View

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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.
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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.
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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

Introduction to Template Versioning

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

Using the Calculation Builder

The Calculation Builder provides template builders with an intuitive approach to adding calculations to their fields.
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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

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

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.
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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

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

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

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.
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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

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 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