Templates that travel with you
Start with a useful design. Make it yours.
Build your own record types or discover reviewed designs in the Community Template Library.
Ready for everyday life
Start with insurance policies, warranties and subscriptions. Country labels help you choose local terminology and currencies. The library defaults to your country plus International, with other countries and All countries always available.
Your library, across vaults
Keep reusable designs in My Templates, then install a separate copy in each vault. The vault keeps the templates its records use. Make My Own Copy creates an independent design you can adapt and label for another country.
Share a form, keep your values
Template files (.qvt) share sections, field definitions and layout, without saved records or attachments. Preview imports before adding them. Review labels, hints and choices for private details before submitting a design for community moderation.
Need your saved information too? Use a vault backup or record export. A template download contains the design of a form, not the contents of your vault. Custom template use is subject to your edition’s allowances.