Save a form as a reusable template

Turn a job’s form into a reusable template that you can use on other jobs.

Save a form as a template

1. Open the form.
2. Open the form’s menu and select Save as a reusable form.
3. Enter a Form title (it starts with the form’s current title).
4. Select Save to Forms in Company Settings.

The new template appears in Company settings > Forms. It’s also available when you add a form to a job. The original form stays open and isn’t changed.

What the template includes

The template includes the form’s questions and choice options. It doesn’t include the form’s answers or files.

To change the new template, see Create and edit a form template.

Related articles

• Create and edit a form template
• Add a form to a job
• Copy a form