Copy and paste questions into templates from external documents

Learn how to copy questions from external documents and paste them into your templates via the web app.

What you'll need

You can only copy and paste external document questions into templates via the web app.
For the best result, we recommend that you prepare your external questions in a spreadsheet column. You can check out our sample form for guidance.

Published changes made to templates only apply to new inspections moving forward.

Log in to the web app.
Select Templates from the menu on the left-hand side.
Click the template and select Edit template in the side panel.
Click the question line where you want to paste the questions.
Click the down arrow under the "Type of response" column on the right-hand side and select the response type you want the questions to use.
Open your external document and copy the list of questions.
Return to the Template Editor and press Ctrl + V (Windows) or Cmd + V (macOS) on your keyboard to paste the questions.
Click Publish on the upper-right of the page to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.

Copy and paste questions into a template via the web app.

Need more help?

Was this page helpful?

Thank you for letting us know.

If you would like a reply from someone, please contact us atsupport@safetyculture.com.