To create a new blank form template, press the “+” button on the top-right corner of the My Templates section under Form Templates. Then select New blank template from the dropdown.
Tip: Read here how to create a new template with the help of AI.
You will then be prompted to choose a Thumbnail image for the form template (visible only internally), a Title, a Description, a Category, and a security level.
Template Categories
Select an existing Category or select 'Add new category' to create a new one.
Template security
High security level templates
These templates, when used to engage a client or prospect, will require authentication. High security level templates allow for electronic signatures and can be automatically prefilled with the latest data from the client/prospect account profile. When customizing these templates, you will be able to connect elements to any dataset element available.
Low security level templates
These templates will not require any type of authentication. Because of this, they cannot be electronically signed and will also not prefill with data from the client/prospect account profile. When customizing these templates, you will only be able to connect elements to dataset elements having a low security level.
