Create a school level template

To get started with templates at your school organization, click Admin in your top navigation and then School Templates. Then, click (A) “New Template” in the top right corner of the page and select one of the available formats. For standard forms, we recommend the Form format.



You will then be redirected to the Template Builder interface, which will appear similar to the Form Builder interface. You can start building your template the same way you would build a form.

There are two additional question areas available to you when using a template; Internal Questions for Template Users (A) & Public Questions for Form Builder. (B)


Internal questions allow you to ask questions to staff members using your template and WILL NOT be visible to respondents.

Public Questions for Form Builder allows you to ask questions to the staff member using your template that WILL be visible to respondents. Both the question and answer will be included at the top of Step 1 in the Form Response process.

Additionally, you can add approval pathways to a template from the “Document Approval Steps” section that you will find on the left-hand side of your Template Builder.