---
title: "My Form templates"
slug: "my-form-templates-1"
updated: 2023-07-18T15:56:16Z
published: 2023-07-18T15:56:16Z
canonical: "docs.foundationhub.com/my-form-templates-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.foundationhub.com/llms.txt
> Use this file to discover all available pages before exploring further.

# My Forms Templates to Replicate Transactions

My Forms Templates to Replicate Transactions

1. On a new transaction form, fill in the required information and click “save template” to save this default as a new template.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image(106).png)
2. Save Name for New Template.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image(107).png)
3. On Menu, under Forms & Workflow, select “My Forms.” This will bring up a page where you can view and search for workflow form templates.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image(105).png)
4. For example, this is a workflow template for a Grant Disbursement Form. The information is autofilled to save the user time if they are making repeat grants. If a detail needs to be changed, make the change, and click “Submit.” To change the template details itself for future use, click “Update Template” or “Save As New Template.” To schedule a future workflow, click “Schedule.” To return back to the list of workflow templates, click “Back to My Form List.”

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image(97).png)