Reuse a questionnaire

Form templates help your office ask the same questions consistently. Template management may require additional permissions.

Prepare a template

1. Open Settings → Form templates.
2. Create or open a template.
3. Give it a name your colleagues will recognize.
4. Add questions, answer choices, and required-document rules.
5. Review the wording in Hebrew and English and preview the form.
6. Publish the template when it is ready to use.

Use a template

Start an information request and select the published template. Adjust the questions for this request where allowed, then review the exact preview before sending.

Explanations in system templates

System templates, such as the annual report and the capital declaration, come with built-in explanations for every question and document. To write your office’s own, open the template and select Edit explanation next to the question. Yours replaces the built-in explanation in requests sent from now on and is marked Office explanation. Restore built-in explanation removes it.

What changes when I edit it?

Changes to a template affect future requests. They do not rewrite questions already sent to clients. If an existing request must change, use the request’s replacement flow and review the new version.

Keep one question focused on one thing. Explain which document to attach instead of writing only “upload evidence”.