Manage Form Templates in Library

You can edit, copy, archive, and restore form templates in Library.

• Edit Form Templates in Library
• Duplicate Form Templates in Library
• Archive and Restore Form Templates in Library

Edit Form Templates in Library

You can edit a form template in Library and update all projects and project templates that use it.

1. In Account Admin, click Library in the navigation.
2. Click the Forms card.
3. Click the form template in the list to open the details panel.
4. Click Edit to open the template builder and make changes.
5. Click Save to save your changes.

If the form template is in projects or project templates, saving updates the form template for all of them. You see a banner notification asking if you want to save. Click Save and update projects to confirm.

The template is now updated in Library and in all projects and project templates where it appears.

Duplicate Form Templates in Library

1. In Library, click the form template you want to copy from the Forms tab.

2. In the panel, click the More menu and click Make a copy from the list.

   

A copy is made immediately. In the success message, you can click Edit copied template to edit the copy.

Archive and Restore Form Templates in Library

1. In Library, click the form template you want to archive from the Forms tab.

2. In the panel, click the More menu and click Archive from the list.

   

3. In the dialog, click Archive.

4. The form template still appears in the Added to column but is listed as Archived. When you archive a template, it is also archived in any projects where it exists.

   

5. You can restore archived form templates. To restore, click a form template and in the panel, click Restore.

   

6. Click Restore. That form template is added back to all projects that it was in.

   

1. Click multiple templates in the table.
2. To archive, click the More menu at the top of the table and click Archive.
3. To restore, click Restore.