Tutorial · Donations, forms and bookings
Create a form
Choose a template from the catalogue, review its documents and adopt it in the correct context.
6 minVerified on 21 Sept 2026Leaders and office staffAvailable with the Manage forms permissionAvailable on activation
1Step 1 of 3 · 2 min
Open Forms
Open Forms and check the working scope. Active forms contains current forms; Catalogue shows templates you can adopt.
2Step 2 of 3 · 2 min
Choose the template
Open Catalogue and compare the title, source, audience, document count and signature method. Preview opens the pack without creating anything.
3Step 3 of 3 · 2 min
Review the pack
Open Preview to read the included documents and where each one goes. Placeholders remain visible because scope details have not yet been applied.
Close the preview and select Use this template only after checking it: that button creates the form and opens the editor.
What you have achieved
- You can review the complete pack before creating the form.
Troubleshooting
Use this template is unavailable
Check the Manage forms permission and that a scope is selected.