Templates can either be created at an organisation level (accessible across all folders in the workspace) or within a team folder (only accessible in that folder).

We'd always recommend creating templates in the Home Folder, to ensure you have the option to access the templates across the workspace. This makes it easy to distribute the template to new folders/projects & allows you to see all the relevant forms in the one spot!

To create a template at the organisation level:

Note: Only Org Controllers can set up templates at this level

To create a template in a specific team folder:

Note: Team members are not able to add templates

To learn more about setting up templates, see our article and videos here: click here