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Browse templates and issue a form

Use the catalogue of form templates to find the right form, configure recipients and settings, and issue it for completion on a specific project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the browse and issue view​

Navigate to the project where you want to create a new form instance and open the browse and issue view so you can see the template catalogue for that project.

Open the browse and issue view

Step 2: Filter templates by category​

Use the category sidebar to narrow down the list of templates to a specific category that matches the type of form you need for this project.

Filter templates by category

Step 3: Search for a specific template​

Enter keywords into the search box to find a specific template by name or description, refining the catalogue to the most relevant options.

Search for a specific template

Step 4: Review template details​

Select a template card to expand it and review its summary information so you can confirm it is suitable before issuing it.

Review template details

Step 5: Start issuing the selected form​

From the expanded template card, choose the option to issue the form, which opens the inline issuing panel with recipient and scheduling options.

Start issuing the selected form

Step 6: Choose who will complete the form​

In the "who" step, select whether the form will be issued to an internal user or an external recipient and fill in the relevant user, name, or email details.

Choose who will complete the form

Step 7: Decide when the form should be completed​

Move to the "when" step to set the expiry in days and any timing-related options so the assignee knows when the form must be submitted.

Decide when the form should be completed

Step 8: Configure self-service options​

In the "self" step, choose the form type, decide whether to allow self-service, and, if applicable, set a cap on the number of self-service submissions.

Configure self-service options

Step 9: Add instructions and advanced settings​

Use the "send" step to add clear instructions for the recipient and optionally expand advanced settings to fine-tune how the form instance will behave.

Add instructions and advanced settings

Step 10: Issue the form instance​

Review your settings, then submit the form to create a new form instance for this project, triggering any notifications and making it available to the assignee.

Issue the form instance

Last updated: 2026-08-31