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Customizing Form Templates

How to get to the editor of any Form template

Updated this week

You can customize any Form Template located in My Templates. To open the template editor, click on the Form Template in question and click the 'Customize' button that appears in the panel on the right:

This will open the Template Editor for this template:

From here, you can customize by editing existing fields, removing fields, adding pages, and more. This article will teach you how to edit the contents of your template.

The editor is split into four main areas:

  1. Header - Here you will see the title of the current template you’re editing and you will be able to access the main editor toolbar.

  2. Page Sidebar - Located on the right of the screen, the page sidebar lets you navigate between template pages, reorder them, and create new template pages.

  3. Primary Content - Here you can see and edit the contents of the current active page

  4. 4. Main Editor Toolbar - See Below

Main Editor Toolbar

This houses seven options for customizing your Form Templates. (From left to right):

  1. Form Template Details (Edit overarching template information)

  2. Themes Editor

  3. Form Template Emails

  4. Form Template Translations

  5. Embedding a PDF to pre-fill upon completion of Form Template

  6. Preview

  7. History of Form Template changes (Track changes made on the template or revert to previous versions)

*Note: The editor is a powerful, advanced tool.  It will take some technical knowledge (and definitely patience) to understand it.  If you need help along the way, we are happy to point you to Knowledge Base articles and to provide quick responses.  We also can make ourselves available for web training/help via our consulting services offering (chat with us to find out more).  
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Keywords: Edit, editor, edit a form template 

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