Importing A Form from the Template Library

Importing A Form from the Template Library

Discover our in-app library of ready-to-use templates designed for a variety of scenarios. You can easily import them as-is or customize them to match your organization’s needs. Before you get started, an important thing to know about template content:

Text shown in [ALL CAPS] is a placeholder that must be updated with the appropriate information before publishing your form or survey.

Importing Templates

We’ve created a variety of templates for you—but we know you may not need them all. With ACS Forms and Surveys, you have the flexibility to import only the templates that fit your organization’s needs. You can add or remove templates at any time.

Getting started is simple. Navigate to:

  • Main Menu ☰ > Automated Care> Forms and Surveys
  • Click on Template Library  in the top right corner
  • Templates are organized by Category. Click on a Category to view all templates within
  • To import a template, click the ⠇and click Import
  • The template will now appear in Saved Templates as a draft 

What’s Next?