The easiest way to create a new template is by cloning an existing template in your portal and editing that template.
If you prefer to create a template from scratch, use the following instructions.
1. Go to Admin>Templates.
2. Click on "New Template".
3. Enter a template name, a unique template key or choose generate, and a description which is optional. Click "Save".
Clone a Template to Create a New Template
If you would like to create a new template that is very similar to one of your existing templates, you can clone the existing template to a create the new template.
1. Portal admins can clone a template in their web app portal. Click on the Admin gear in the top right and select Templates.
2. Click on the three dots to the right of the template name and select "Create new from...".
3. Type a new name and template key. Click Create.
4. Your new template will be created as a draft. Now you can revise the template by editing templates settings (if needed), add and remove fields, editing sections, and more (managing templates)!
5. When you are done editing your template be sure to Test and Publish the template.
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