A template is basically the layout of your onboarding process or any process you want your clients, candidates, hires or suppliers to follow easily. It’s like a draft checklist that anyone you need to engage with, should follow. 

It’s could be your onboarding process, your registration workflow, your job application process…

It’s almost like the general steps and information that you require people to complete in order to start working with you. Very similar to what you likely already have in an excel, a pdf doc, on your written down on your website for example. 

Creating forms

Importing forms into a template

Editing template background

Organizing a client application or template

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