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.

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”.