How do I create a NoteForms template?
There are numerous reasons why you may need a NoteForms template. Here's how to create them.
Once that your form has been created, go to "Your Forms" and click the name of the form you want to turn into a template.
![](https://storage.crisp.chat/users/helpdesk/website/5d91dadd0b88a000/image_84itmh.png)
Once that you are on the form settings page, click the three dots on the top right corner and then click "Create template"
![](https://storage.crisp.chat/users/helpdesk/website/5d91dadd0b88a000/image_iuf40f.png)
Fill in the template details
Your templates links are "hidden". They're not listed on our website, but you can share them with anyone.
![](https://storage.crisp.chat/users/helpdesk/website/5d91dadd0b88a000/image_10zirl0.png)
Click "Create"
![](https://storage.crisp.chat/users/helpdesk/website/5d91dadd0b88a000/image_c45qbr.png)
Next time you need to use this template to create a form you can just head over to this section and it will be there:
![](https://storage.crisp.chat/users/helpdesk/website/5d91dadd0b88a000/image_1an2ssp.png)
Once that your form has been created, go to "Your Forms" and click the name of the form you want to turn into a template.
![](https://storage.crisp.chat/users/helpdesk/website/5d91dadd0b88a000/image_84itmh.png)
Once that you are on the form settings page, click the three dots on the top right corner and then click "Create template"
![](https://storage.crisp.chat/users/helpdesk/website/5d91dadd0b88a000/image_iuf40f.png)
Fill in the template details
Your templates links are "hidden". They're not listed on our website, but you can share them with anyone.
![](https://storage.crisp.chat/users/helpdesk/website/5d91dadd0b88a000/image_10zirl0.png)
Click "Create"
![](https://storage.crisp.chat/users/helpdesk/website/5d91dadd0b88a000/image_c45qbr.png)
Next time you need to use this template to create a form you can just head over to this section and it will be there:
![](https://storage.crisp.chat/users/helpdesk/website/5d91dadd0b88a000/image_1an2ssp.png)
Updated on: 17/01/2024
Thank you!