📂 How to Access the Template Library
Go to Forms → Template Library in the sidebar.
In this view, by default you will see all the available Forms templates.
🔎 How to Find a Template
You can find templates in three ways:
Browse All Templates – Scroll through the grid view, ordered alphabetically.
Filter by Category – Use the left-hand sidebar to filter by Industry (e.g. HVAC, Electrical, Plumbing) or Use Case (e.g. Daily Reporting, Toolbox Talks, Site Inspections).
Search – Enter a keyword to search across template titles and descriptions. Results load in relevance order.
👀 How to Preview a Template
Click on a template card to open its Template Details page.
You’ll see:
The template name, description, and categories.
A scrollable and interactive preview of the form layout.
Related templates suggested at the bottom of the page.
📝 How to Use a Template
Click either the Use Template button on the Template card or the Use This Template button on the Template Details page to start creating a new form immediately with the selected template.
You will be take straight to the Form Builder, where you can make any further edits to the form template before you publish.
After you press Publish, you will see the form you've created from the template in your My Library view.
