Template Categories

You can create template categories and subcategories to organize your templates. When you publish a form, it takes on the category or subcategory of the template you used. Template categories are listed alphabetically and are hierarchical.

Add new category

  1. Click Add New Category.
  2. Enter a category name.
  3. Click Save.

You will find your newly created template category on the Template Categories home page.

Add subcategory

Add a subcategory to a template category to organize your templates into topics within a category. For example, you might create a parent category named "Safety Forms" with "Training" as a subcategory.

  1. Click Add Subcategory next to the template category you want to add a subcategory to.
  2. Enter a name a in the Subcategory Name field.
  3. Click Save.

Note: You can add as many subcategories to a template category as you need.

To view subcategories, click the caret to the left of the template category.

Edit template category

  1. Find the template category you want to edit.
  2. Click Edit in the Action column.
  3. Edit the template category name.
  4. Click Save.

Delete template category

  1. Find the template category you want to delete.
  2. Click Delete under the Action column.
  3. Click Yes in the Delete Category dialog box.

Note: When you delete a category that has subcategories, the subcategories will also be deleted. However, you cannot delete a category or subcategory if any of its subcategories are in use.