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Using Autofill Templates

Save fields and preferences on forms to reduce manual entry when using our web application

Matthew Munoz avatar
Written by Matthew Munoz
Updated over 3 years ago
  1. After you have filled out a section on a form you can save it as a template for future use 

  2. At the top of each form section you will see a green + button. This button allows you to add a template.


3. Name the template according to the fields and preferences you have saved in the section

4. The next time you fill out this section in the form click "Apply Template." A drop down of previously saved templates will appear. Choose a template from the drop down to autofill the designated fields. 

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