How to save a form assigned to me as template?

  • britt.c.higgins
    Asked on June 25, 2024 at 10:38 PM

    Hi team

    if I’ve had a form assigned to me - is there any way I can save it as a template in my forms?

  • Jessica JotForm Support
    Replied on June 25, 2024 at 10:47 PM

    Hi britt.c.higgins,

    Thanks for reaching out to Jotform Support. It's not possible to save a form assigned to you as template, but you can easily clone the form and then make it as your template. Let me show you how to clone your form:

    1. Open your My Forms page and click on Create Form on the left side of the page.

    How to save a form assigned to me as template? Image 1 Screenshot 40

    2. In the window that opens up, click on Import Form

    How to save a form assigned to me as template? Image 2 Screenshot 51

    3. In the next window, click on From a Webpage

    4. Paste the form link into the Enter URL field and click on Create Form.

    How to save a form assigned to me as template? Image 3 Screenshot 62

    After cloning your form, it will open up in Form Builder automatically. Follow the steps in this guide to save your cloned form as a template. 

    Give it a try and let us know if you need any more help.

  • britt.c.higgins
    Replied on June 26, 2024 at 1:04 AM

    Thank you! 🙌

 
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