What are Templates?

A Template is a static copy of a GoCanvas form that does not transmit down to a mobile device, but can act as a starting point for a new GoCanvas form. An alternative to copying a form, templates are great for easily reproducing a complicated PDF layout or field and screen settings that are needed in multiple forms without the hassle of deleting and reformatting a copy of an existing form to suit your needs every time.

Creating a Template

1. Navigate to the Forms page.

2. Click the name of the form you want to create a template of or the Settings gear to go to the Form Settings page.

3. Scroll to the bottom of the page and in the Actions area, click Create Template.

Copying a Form from a Template

1. Navigate to the Forms page.

2. Scroll to the bottom of the page to the section titled Templates and press View and a list of your templates will appear on the next page.

3. Click the Create Form icon, between Edit and Delete on the right, to create a copy of the form from the template.

Editing a Template

Templates are also editable. Making edits to the template does not affect the original form that was templatized nor does it affect any forms that were already created using the template. These edits will only affect all forms made from the template going forward. 

On the same page as where you create a form from the template, select Edit and the Advanced Form Builder will launch, regardless of whether the original form was built in Builder BETA.