Save as template

Save as template feature allows you to link a specific questionnaire as a template to your organization. After you have saved your template questionnaire, other team members can use that questionnaire from the examples module to create a new questionnaire. 

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The Save as template feature is only visible to the owner of the organization or the user with the role 'Administrator.' Read more about Team management to learn the different team member roles.

Let's see how to get this done!

Go to the Share tab and click on Save as template.

save as template tab

After you toggle the button, the questionnaire will be saved with the template flag and linked to the organization.


The template title is the title of the questionnaire. 

saved template example

The saved template will be accessible when you create a new questionnaire and is available for all team members within the organization.

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