How to Build a Custom Form Using a Pre-Existing Template 

Video Tutorial:

Step-By-Step Tutorial:

1. Navigate to the document tab
    

2. Select Forms
    

3. Select Add
    

4. Select an available template
    

5. Provide your form with a name and description.
    

6. Next, you will want to review what has already been created in the template and make alterations as necessary.
7. On all templates, you will want to search and find **Enter Orgs Name Here** to your Organization name. To edit the text select the small edit button in the top left corner of the desired field and edit the text appropriately. Select Save.
    

8. Enter Organization Name
    

9. Select Save to save adjustments
    

10. When you see a red asterisk next to a pre-populated field, that will denote required information. To review/edit select the small edit button in the top left corner of the desired field, you will want to review Display, Data, and Validation prior to selecting Save.
     

11. Check/Uncheck the Required box as needed
     

12. Select Save
     

13. To add a logo to the document you will need to select from the toolbar: Advanced
     

14. Drag and drop Formatted Content to the desired location. Input the HTML code into the content box and select Save.

15. Save your form once complete