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Create forms from an organization template (for multi-sites)

[For Admins + Managers] Learn how to access forms & paperwork templates shared by your organization.

Audrey avatar
Written by Audrey
Updated this week

When your multi-site admin shares a new form template with your location, staff with Admin permissions will receive an email notification. Admins and Managers can then use the template to create and share your own forms with families!


Create a form from a organization template

Once you create a form from a template, it becomes a unique copy that belongs to your location. This means any future changes, deletions, or closures of the original template by your multi-site admin will not affect the forms you have already created.

  1. Log in to the web

  2. Click Paperwork in the sidebar menu

  3. Hit Create new > select the type of form you want to create

  4. Under Organization forms, choose from the available templates

  5. Customize the form as needed, then click Done to share it with families

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