Save as template feature allows you to save a specific questionnaire as a template for your organization. After you have saved it, other team members can use it to create a new questionnaire.
This feature is only visible to the owner of the organization or the user with the role 'Administrator.' Read more about Team management to learn the different team member roles.
This guide will teach you:
1. Create the template
Go to the Share tab and click on Save as template.
After you toggle the button, the questionnaire will be saved with the template flag and linked to the organization.
The template title is the title of the questionnaire.
2. Use the template
The saved template will be accessible when you create a new questionnaire and is available for all team members within the organization.
When an organization has a lot of users and an admin saves a survey as a template, all the users that try to create from scratch a new survey, they create the survey that it is saved as a template instead.
Another way to use it, is if you click the Use button, under the name of the survey.
The first created survey template from an organization is automatically used with "start from scratch". All organization users will use that template when they create a new questionnaire. To reverse this, the administrator has to turn off the save as template feature.