Install a form from the library

UPDATED SEPTEMBER 17, 2026 / FORMS

Installing a form from the library adds a ready-made template to your Formis tenant so your people can deploy and publish it. On Forms, use Starter templates and click Use Template, or open the Formis form library and choose Create instance when you have Tenant Admin or Manager access.

This walkthrough uses the Request for Information starter form. Your tenant's forms may use different fields and names because Formis forms are configured to how you run the work.

Starter templates also include Punch list, Safety observation, and Action items — Task List forms for walks, hazards, and meeting commitments. See Punch list, Safety observation, and Action items.

Example

In our sample project, Maple Commerce Center, we install Request for Information from Starter templates, then publish so Contributors can submit.

Before you start

Tenant Admins and Managers install forms. You need at least one project to deploy forms to.

Primary path: Starter templates on Forms

Open Forms (/form).
Find Starter templates.
On Request for Information, click Use Template (or choose Punch list, Safety observation, or Action items when that is the form you need).
Complete the create wizard (details, design as needed, deploy to your project (assign the form so that project can use it), for example Maple Commerce Center).
Publish (make it available to contributors) when the form is ready for submissions.

You can also start from Blank Form on Create New Form when you are not using a starter template. See Build a form from scratch.

Screenshot: Forms page Starter templates section with Use Template on Request for Information. — Install a starter template such as Request for Information from Forms.

Formis form library

Open /form-library for the Formis form library. Tenant Admins and Managers can install with Create instance. Formis gates others with: "Only Tenant Admins and managers can install from the library."

Deploy during setup

If you are still standing up your tenant or adding a project, use Deploy forms in Run the setup wizard instead of repeating those steps here.

Install a form from the library

Primary path: Starter templates on Forms

Formis form library

Deploy during setup

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