WHAT'S NEW
Copy permissions across organisations
When you copy a template between organisations, form permissions and settings travel with it — no manual reconfiguration needed.
Marketplace templates include pre-built settings
Templates from the IndyForms marketplace now come with permissions, due dates, and section-level access controls configured out of the box.
Due dates and section access included
Form settings like due dates and which sections specific roles can access are now part of the template — ready to use or easy to adjust.
HOW TO USE IT
Using a template from the marketplace
From the Side Menu navigate to Templates from the main menu on the left side of your screen.
From the Dashboard click Start designing a form from your dashboard, then select Browse Templates.
Once you're in the templates library, you can narrow down your options in two ways:
Tags – Click on a tag (e.g. Childcare, Fundraising, Allied Health) to filter templates by category.
Search Bar – Enter keywords related to your form type (e.g. “incident report”, “risk assessment”).
Previewing and Using a Template
Click on any template card to preview its content and structure. When you find one that suits your needs, click Use this template to open it in the Form Builder.
From there, you can:
Add, remove, or rearrange fields
Update questions, instructions, or placeholder text
Apply your organisation's branding
Publish and share the form just like any other
Copying Form Designs Between Organisations
If you're an Administrator in multiple organisations, you can copy form designs between them — one at a time or in bulk.
Before You Begin
You must hold an Administrator licence in both the source and destination organisations. Organisations where you lack admin privileges will not appear in the destination dropdown.
Select the source organisation — From My Home, scroll to the organisation containing the forms you want to copy.
Select the forms — Use the checkboxes to tick one or more form designs. A blue action button will appear once at least one form is selected.
Open the Copy modal — Click Copy Design (single form) or Copy X Selected Designs (multiple forms).
Choose the destination organisation — Use the dropdown to select the organisation you want to copy the forms into.
Confirm the copy — Click Copy. The selected form designs will be added to the destination organisation.
Frequently Asked Questions (FAQs)
Q: Can I turn off permission copying when I share a template?
A: Yes. When copying a template between organisations, you'll be prompted to confirm whether to include permissions. You can deselect this if you'd prefer to configure permissions fresh in the destination organisation.
Q: Do marketplace templates overwrite my existing permissions?
A: No. Using a marketplace template creates a new form — it doesn't modify any existing forms or their settings in your organisation.
Q: Can I edit the permissions after applying a template?
A: Absolutely. All permissions and settings copied from a template are fully editable. Head to Form settings → Permissions at any time to make changes.
Q: Which settings are included when copying?
A: Form permissions, due dates, and section-level access controls are all included. General form content and fields are also copied as normal.