How do you give your Cognito Form Template to someone else?

You can share your Cognito Form with other people’s accounts by turning on the “Template” feature. Yes, really!

In this video I’ll show you:

[1:10] Turn on the Share as Template option.

[1:25] Don’t forget to click Save!

[1:37] Share that link so that the recipient can add the template into their own account.

Note explained at [2:34]: This is NOT the same as the link you’ll share to allow people to fill out the form.

[2:49] There’s also a help article on Cognito Forms in case you need a refresher!

Interested in trying Cognito Forms? Feel free to use my affiliate link: http://bitly.com/PD-CF

Layla is a Vetted ClickUp Consultant who helps growing teams define their business workflows and translate them into a business instruction manual inside ClickUp. She spends most of her days teaching ClickUp, creating content, and providing unlimited feedback within the ProcessDriven Membership. The rest of the time? She's focused on creating value over on her YouTube Channel and free Facebook Group.