Templates
78 articles
Manage templates
Learn how to effectively manage your templates via the web app to help streamline your organization's processes.
Manage the site question in templates
Learn why you need to use site questions in templates and how to manage them via the web app and the mobile app.
Mark questions as required or optional
Learn how to mark your questions as required to capture critical information, and set them as optional when the information is helpful but not essential, via the web app and the mobile app.
Move questions and sections
Learn how to move questions and sections, combine sections, and move sections within other sections in the Template Editor via the web app and the mobile app.
Move templates to folders
Learn how to move templates to folders via the web app.
Publish template drafts or revert unpublished changes
Learn how to publish template drafts or revert unpublished changes.
Reassign template ownership
Learn how to reassign the ownership of your templates to users thavia the web app.
Remove logic fields
Learn how to remove logic fields from your templates via the web app and the mobile app.
Rename template pages
Learn how to rename title and inspection pages in your templates via the web app and the mobile app.
Reorder template pages
Learn how to move or reorder template pages via the web app and the mobile app.
Restore archived templates
Learn how to unarchive or restore archived templates via the web app.
Send template copies to users in other organizations
Learn how to send template copies to users in other organizations via the web app to share templates with users outside your organization without affecting your original template.
