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Form Template

Adding and Publishing Form Templates

Updated this week

From Manage Forms > Click New Template to open the template creation screen.
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  1. In the Form Title field, enter the name of the form (required)

  2. Enter question content to insert first question into the template.

  3. The system supports the following types:

  • Multiple Choice

  • Dropdown

  • Scale / Star Rating

  • Matrix

  • Open-Ended (Text Input)

  • File Upload

To allow more than one selection, enable Allow More Than One Answer.

To make the question required, enable Mandatory.

To permit users to skip with a predefined exemption, enable Not Applicable.

Repeat this step to add additional questions as needed.

  1. Click New Description to insert a descriptive text block.

  2. Enter the description content.
    Descriptions can be used to provide instructions, section labels, or contextual information.

Multiple descriptions may be added throughout the form template.

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