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About Creating Form Templates

Modified: 10 May 2026 Viewpoint Team Project Management Help

A form template allows you to specify what you want your custom forms to include with required, or optional, questions and fields.

This is useful when you have a paper-copy form and want to create digital versions of forms based on templates you created. Enterprise admins and project admins can create custom forms by creating and configuring form templates.

Once created, form template properties can be edited. You can also create a new version of a form template, and add, edit, or delete questions as needed from the new version.

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