If you send similar forms to clients—like onboarding questionnaires, feedback requests, or project surveys—you don’t need to rebuild them every time. WillowSpace makes it easy to duplicate existing forms and manage a library of saved form templates for fast, consistent use.
Why Duplicate a Form?
Duplicating a form is perfect when:
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You want to reuse the same questions for a new client or project
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You need a slightly modified version of an existing form
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You want to base a new form off one that worked well previously
How to Duplicate a Form
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Go to Documents in the left-hand menu
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Find the form you want to duplicate
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Click the three-dot menu next to the form title
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Select Duplicate
From there, you can:
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Rename the form
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Edit questions or headings as needed
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Assign it to a different client or project
How to Use Form Templates
Form templates allow you to create and save reusable forms you can use across multiple clients and projects.
To Create a Form Template:
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Go to Documents > Manage Templates > Form Templates
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Click + New Template
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Build your form with headings, fields, and structure
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Save the template with a clear, descriptive name
To Use a Template When Creating a New Form:
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Go to Documents > + New Document > Form
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In the form settings area, choose your saved template from the dropdown
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The form will auto-fill with your saved structure—ready to assign to a client or project
Editing or Updating Templates
Need to update an existing template?
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Go to Forms > Manage Templates
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Click the three-dot menu beside the template
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Select Edit to update questions, headings, or field types
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Save your changes for future use
Changes won’t affect forms already created using that template—they’ll only apply going forward.
Best Practices
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Use clear naming conventions (e.g., “Testimonial Request,” “Brand Strategy Intake”)
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Organize templates by workflow stage (e.g., onboarding, mid-project, offboarding)
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Combine templates with auto-reminders for a seamless client experience
