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Archive a Company Level Form Template

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Objective

To archive a Company level form template.

Things to Consider

  • Required User Permissions: 'Admin' level permissions at the Company level Admin tool.

Steps

  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click Forms.
  3. This will open the 'Form Settings', which consists of two tabs: Templates and Archive.
  4. Click the Templates tab to display the list of templates.
  5. Select the template you want to archive by clicking the 'Archive' clipboard_ed3406862f1b600251f62dd822b5af0b7.png icon at the end of the row.
  6. Upon clicking archive, it will open a confirmation window displaying the information regarding the template.
  7. Click Archive.
    A green banner displays to confirm that the form template has been archived. A red banner displays if the form template was not archived.
    Note: Once you archive a template, it will not be accessible under the Templates tab. It will reside under the Archive tab. After archiving it, you won't be able to create it in projects.

See Also