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Admins: How to Create a Form Using a Template

Learn how to create a form in Navigator for Admins using a template.

Updated today
  1. Select Forms in the left-hand menu

  2. Select Create Form in the top right-hand corner

  3. Available Templates are shown at the bottom of the page

  4. Select Preview to see the form content and recipient types

  5. Create a form from a template by hitting Select

  6. After selecting a template, a new form will be created. Edits to the form can be made until the form is published. Please select Save Draft often to save your work.


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