GoFormz

Templates act as your data collection blueprint in GoFormz.

About Templates

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

Template Editor navigation

Build a Template using your existing form to collect the information you need.

Build a new Template

In the Template Editor, access the Page Editor. Here, you'll manage your PDF background's pages and elements in the GoFormz web app.

Page Editor navigation

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

Page elements overview

Templates FAQ

The Templates Tab lists all the templates and template folders that you can access from your GoFormz account.

Templates Tab

Read this article to learn how to use and manage GoFormz Template folders.

Using Template Folders

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

Building Your List View

Determine what data you'll collect from your Form Users when you map a data field to your Template.

Map a data field to your Template

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

Adding and Configuring a Table

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

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

Copying 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

Learn how to leverage default form names, which are names that are given to any new form created from a particular template.

Setting the Default Form Name

Read this article to learn how to create a new form from a mobile form Template.

Creating a New Form from a Template

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

Introduction to Template Versioning

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

Templates

This support article lists the properties - like format and functionality - available for each field type within GoFormz.

Field Properties Reference

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 all of the form fields that can be used in your GoFormz form Templates – like Text fields, Signatures, and Barcodes.

Field Types - Template Creator

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.

How to Use eSignature with Public Forms

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

Data fields