How to Navigate the Form Template List

The Form Template List serves as the central place for Client Admins to view and manage all form templates used within the system. Designed to support efficient form administration, the page provides visibility into important information such as form names, unique identifiers, and the latest update activity, helping administrators quickly understand the current state of available forms. As the number of forms grows over time, search, filtering, and pagination capabilities make it easier to locate specific templates and keep form management organized. In this guide, you will learn how the Form Template List helps you browse, find, and manage form templates more effectively.

Beyond serving as a reference list, the Form Template List also acts as the starting point for common form management activities, including reviewing existing templates, creating new forms, and reusing existing configurations through duplication. By providing a centralized and searchable view of all available templates, the feature helps Client Admins maintain consistency, reduce administrative effort, and manage form-related operations more efficiently within the Client Portal.