Creating a custom template can save you time and effort when working on similar projects. If you're not sure how to create a template, don't worry! This guide will walk you through the process step-by-step.
Follow these steps:
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Go to the templates page: Log in to your account and navigate to the templates page. You can find this page by clicking on "templates" in the left-hand menu under forms.
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Add a new template: Once on the templates page, click "add new template" to get started.
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Select the form: Choose the form you want to create a template for. You can select any form, but it's best to choose one that is similar to the one you want to create.
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Complete and edit the fields: You can now complete and edit the fields of the template. For example, you can change the name of the form, add a summary and description, and include any other relevant information.
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Select the category: Choose which category the template will live in. This will help you find it easily later on.
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Review and edit the form: Once you've completed the fields, click on the "Review" button, and then select "Edit Form" to begin filling in the template.
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Fill in the template using the Mevi Smart Edit: Mevi Smart Edit is a tool that allows you to easily edit your form. Use this tool to fill in the template with the relevant information.
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Save the template: Once done, click "Save" to save your custom template
Congratulations! You've now created a custom template that you can use again and again for similar projects. By following these simple steps, you can save yourself time and effort in the future.
Watch the video below to see how to create a custom template from scratch:
Using a Custom Template
Once you've created a custom template, you can easily use it for future deals. Follow these simple steps:
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Open the deal: Navigate to the deal where you want to use the custom template.
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Add a new form: Click on "add a form" to create a new form for the deal.
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Select "Custom Templates": In the form template list, click on "Custom Templates" located on the top right corner.
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Choose the template: Select the custom template you want to use from the list. This will automatically populate the form with the fields you created in the template.
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Edit the form: If necessary, you can make additional changes to the form to tailor it to the specific deal.
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Save the form: Once you're satisfied with the form, click on "save" to complete the process.
Using a custom template can greatly streamline your workflow and save you time on future deals. By following these simple steps, you can easily access and use your custom templates to create consistent and efficient forms for each deal.