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Where Can I find Form Templates?
Where Can I find Form Templates?

Learn about where you can find the Form Templates to inspire your Form creation process!

Kendra Rader avatar
Written by Kendra Rader
Updated over a week ago

Travefy offers Form Templates to provide an outline and a getting started point for our users to help with getting started with creating Forms!

To see where you can find the Form Templates in your Travefy account you can follow the steps listed below!

1. Go to your Library

When on your Travefy homepage, just click on the Library tab in the top left side.

2. Make a new Form

Click on +New Library Item, and then select Form near the bottom of the drop-down menu.

3. Click on Create from Template

You'll be presented with an empty form, but that's just fine! Just click on Create from Template right next to +Add New.

4. There they are!

After clicking on Create from Template, you'll be able to see the three built-in templates that Travefy provides.

These templates include:

  • New Trip Inquiry

  • Insurance Waiver

  • Proposal Agreement

  • Credit Card Authorization

Simply click on the one you'd like to use, and you're off! The questions that populate in the form are yours to be rewritten, rearranged, or deleted as you please.

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