The intended audience for this article is Agents.

Form Templates are a great way to save time by creating a copy of a form and saving a common set of question characteristics that you know you're always going to use for a particular form. For example, ACORD 125: Commercial General Liability will always exist in the Wunderite Forms Library. But if you want to create a duplicate version that's unique to your agency, you could create Package: ACORD 125: Commercial General Liability.

Templates are unique to your agency and they store the following:

Templates are also a great tool for onboarding new agents to your agency. You can easily direct new hires to use a particular list of forms, where they know exactly which questions need to be filled out (if you pre-fill them with common answers and mark questions not applicable).

To create and view templates, navigate to the Tools page, then Forms Library.

The Team Templates page displays all existing templates that anyone in your agency has created.

You can create a template by navigating to + Create Template, then select the Create Template button on the top right of the form you want to create a template from.

Alternatively, you can create a template from the All Forms page by clicking on the vertical ellipsis button [⁝] and then selecting Create Template.

A popup modal will prompt you to name your form template. To later easily find templates that are similar, we recommend using prefixes. For example, maybe your agency has a standard "Commercial Package" workflow, in which case, you could prefix the form with Package:

Creating a template will duplicate the form and create a copy that is unique to your agency's Team Templates page.

Editing a template is just like filling out a regular form on the forms response page. You'll know you're working on a template if you see Template Mode in the top left of the Forms Response Toolbar.

Enter any answers, applicable/not applicable, and notes. The response page will save your work as your type.

Once you're done making changes, you can exit the page by either clicking the ⬅️ button at the top left of the page, or selecting Save & Close at the bottom of the table of contents.

Back on the Team Templates page, you can Add + individual templates to a risk profile one at a time. However, if you want to add multiple templates at the same time, it's more efficient do to that from the respective risk profile (see further below).

If you want to add multiple templates, select the ← Back button at the top left of the Forms Library.

Navigate to your respective Commercial or Personal Risk Profile.

Navigate to the Forms page, then select Add Form +.

Select the Team Templates tab, then optionally search for the prefix you used when creating your template (e.g. "package").

Select as many templates as you would like by checking the checkboxes on the right of the template tiles. Then select Add # Templates at the top right of the page.

The templates you selected will be added to the relevant risk profile. You'll notice that the templates already have some questions answered, because the template has pre-filled in data that you saved in the Template Response Page.

You can begin to systematically fill out your forms, using the Autofill function to prefill even more data that already exists in Wunderite.

If you prefer to view this walkthrough as a video, check the video below.

If you have any questions, reach out to your Custom Success Manager, or email [email protected].