Questionnaire templates save you time by letting you reuse standard sets of questions across clients. You can create your own templates or use preset options provided in Canopy.
Table of Contents
Create Your Own Questionnaire Template
Go to Templates > Questionnaire.
Click Create Template.
Follow the steps in Create a Custom Questionnaire.
(Optional) Add a Template Type and Description.
When finished, click Save To and select Team, Private, or Drafts.
(Optional) In the Team, Private, or Drafts tab, click the 3-dot icon to:
Preview
Edit
Duplicate
Delete
Use a Preset Questionnaire Template
Go to Templates > Questionnaire.
In the Preset tab, click Preview to review a preset.
Click Make a Copy.
Open the Team tab, click the 3-dot icon, and select Edit.
Make any edits you need.
(Optional) Add a Template Type and Description.
Click Save To and choose Team, Private, or Drafts.
(Optional) In the Preset tab, click the 3-dot icon to:
Preview
Duplicate
Next Steps
Once you’ve created a Questionnaire template, you can:
Need help?
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