How to Create Forms Using the Template Library

Creating forms has never been easier with the Template Library feature. It offers a range of pre-designed, customizable templates to save you time and streamline your workflow. Here’s a step-by-step guide on how to effectively use this feature for quick and professional form creation.

Accessing the Template Library

Navigate to Sites > Forms > Builder.
Click on the + Add Form button.
From the dropdown menu, select Choose from Template.

Selecting a Template

Browse the available templates and use filters to find one that suits your needs, either by category or tags.
Hover over your chosen template and click on the Select button.

Viewing and Editing the Template

After selecting your template, click Continue to preview and begin editing.
Customize the fields, text, and design as needed.
Once satisfied with your form, click Save.

Benefits of Using the Template Library

Time-Saving: Start with a pre-built form that’s easy to modify, instead of designing from scratch.
Customization Options: Personalize templates to match your brand’s style and specific needs.

With these simple steps, you can leverage the power of the Template Library to create high-quality, customized forms quickly and efficiently with Advisor's Growth.