Using templates is a great way to save time and stay consistent across your forms. You can create a new form from a saved template directly from either the Templates page or the Properties page—here’s how to do both.
✅ Option 1: From the Templates page
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Go to the Templates section from the left-hand menu.
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Find the template you want to use and click the three dots next to it.
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Select New Form from Template from the dropdown menu.
Your form will open with all the pre-filled details ready to go!
✅ Option 2: From the Properties page
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Head to the Properties page and click New Form in the top right corner.
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Choose your:
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Region
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Contract Type
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Contract
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Enter the Property Address
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Click Continue.
You’ll see a prompt to Use Template—simply select your preferred template, and your form will load with the saved details.
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