Templates

Everything you need to know about creating and managing templates

What Are Templates?

Templates are the foundation of FillFlow. A template defines the structure of your form - the fields, layout, and settings that determine how data is collected.

Each template can be published to create a public form that anyone can fill out. You can create as many templates as you need, and each one can collect unlimited submissions.

Creation Methods

FillFlow offers three ways to create templates:

1. Upload PDF

The fastest way to digitize existing forms. Upload a PDF document and FillFlow will:

• Analyze the PDF structure
• Detect form fields automatically
• Create editable fields in the editor
• Map fields to PDF locations for filled PDF generation

2. Create Manually

Build your form from scratch using the visual editor. This method gives you complete control over:

• Field types and order
• Field labels and placeholders
• Required vs optional fields
• Validation rules

3. Duplicate Existing Template

Save time by copying an existing template and modifying it. This is perfect when you need:

• Similar forms with slight variations
• Seasonal versions of the same form
• Department-specific variations

Template Statuses

Each template can have one of two statuses:

Draft

Templates start as drafts. Draft templates:

• Can be edited freely
• Are only visible to you
• Do not have public URLs
• Cannot collect submissions

Published

When you're ready, publish your template. Published templates:

• Have a unique public URL
• Can collect submissions
• Can still be edited (changes apply immediately)
• Can be unpublished at any time

Managing Templates

Viewing Templates

Access all your templates from the Templates page. You can:

• View templates in grid or list layout
• Search by name or description
• Filter by status (All, Draft, Published)
• Sort by name, date, or submission count

Editing Templates

Click any template to open it in the editor. The editor provides:

• Field palette with all available field types
• Field navigator showing all fields in order
• Properties panel for configuring selected fields
• Form preview to see the user experience
• PDF preview (if template was created from PDF)

Deleting Templates

To delete a template:

1. Open the template settings
2. Click the "Delete Template" button
3. Confirm the deletion

Best Practices

• Use clear names - Give templates descriptive names so they're easy to find
• Add descriptions - Document the purpose of each template
• Test before publishing - Use the preview to verify everything works
• Keep it simple - Only ask for information you actually need
• Use appropriate field types - Email fields for emails, number fields for numbers, etc.

Next Steps

• Learn about field types
• Publish your template
• Manage submissions