Using Form Templates

For: District Admins & School Admins of AFC+, School Engagement, and District Engagement partners

If you send similar forms often — like the same permission slip every year — a template can save you time. A template stores a form's questions, sections, and settings so you can reuse it whenever you need it.

You can save a template from any form, at any point while you're building it.

Your template keeps everything from the form: all questions, sections, images, descriptions, and toggles (like required questions or signatures).

If you're an admin, you can share templates with users below your level:

When you create a template, you'll choose which levels can use it. Your own level always has access automatically.

Good to know: Users who receive a shared template can use it, but they can't delete it. Only an admin at the level where the template was created can delete it — even if someone else on their team is the one who made it. Unlike message templates, form templates don't have folders to organize them in.

To see your templates, go to Shared Content > Forms, then click the Templates tab. You'll see:

If you're a School or Teacher user, templates shared with you are labeled so you can tell them apart from your own.

When you're ready to use a template:

This creates a new draft form with all the same content as the template, ready for you to edit or send as-is. The new draft keeps the same title as the template.

Need a refresher on editing a form once it's created? Check out our article on Building a Digital Form.