Using Templates in ClearForms
Start a Form easily by selecting a Template to begin.
Starting a New Form with a Template
- Select the different tabs at the top to view specific types of templates.
- Search a Template by type of Form.
- Select one of the templates to fill in the pre-generated steps.
- Select Create New Form to get started with the new Form!
Common Form types include, but are not limited to: Building Permits, Business Licenses, Citizen Response Centers, Code Violations, Restaurant/Liquor Licenses, Job Applications, Employee Evaluations, and much more.
Update and Edit Steps
Now that the template has been created, it is time to edit and make adjustments. For additional information on editing steps see our article section All About Steps
Below are some ideas to customize the Form to make it your own:
- Add Roles or Users to Review Steps.
- Configure any logic or conditions.
- Add any additional Collect & Record Information Steps to get more information from Applicants.
- Include Applicant and Admin Instructions.
For additional information on setting up Forms, see our article Setting up a Form
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