Save a section as a template

Overview

The Save as Template feature allows you to save an entire questionnaire section as a reusable template. Templates help standardize content and reduce the time required to build future questionnaires.

Save a Section as a Template

1. Open Questionnaire.

2. Navigate to the section you want to save as a template.

3. Click the More Option (three dots) menu beside the +Add Question.

4. Select Save as Template.

5. In the Save as Template dialog, enter a template name.

   Note: By default the Include sub-sections in this section template checkbox is selected. Uncheck if required.

6. Click Save.

The section is saved as a template and can be reused in future questionnaires.

Use the Saved Template

1. Open Questionnaire.

2. Click + New Section dropdown.

3. Select SectionTemplate. The import templates window appears with a list of available templates.

4. Identify and select the required template.

5. Click Import.