# Publish a form for your team (/docs/en/learn/admin-templates)



After this lesson you can create a form, publish it so staff can send it to patients, and archive it again. It takes about 20 minutes. Creating and publishing needs the permission to manage templates, which Owner and Admin have. Every default role can use published templates.

## Why it matters [#why]

Patients only receive what you have published. A saved draft is not offered to staff when they send a request or write an email. Publishing is the step that makes your work reach people, so it is worth knowing exactly what happens before and after it.

## How it works [#how]

Fenna, the practice manager, writes a pre-visit questionnaire for Dr. Visser. It has a single-choice question for the reason for the visit and a long answer for anything the patient wants to discuss.

### The Library [#the-library]

Open **Library**, under **Manage** in the sidebar. It holds your **Forms**, **Reports**, **Emails** and **Skills**, including content added from the Marketplace. Search with **Search your content…** or pick a kind to narrow the list. A card shows **Draft ahead of published** when you have edits that patients do not see yet.

### Create and publish a form [#create-and-publish-a-form]

Choose **Create template**, then **Form**. Enter a title and an optional description. The **Blocks** panel offers question types, for example **Text input**, **Long text input**, **Single choice**, **Multiple choice**, **Date input** and **Vitals**. Click a block to add it.

Write each question in its label, where the placeholder reads **Add a question**. Add **Helper text** if the patient needs it. Turn on **Required** when an answer must be present. Switch to the preview and read the form the way the patient will see it.

When saving and any translation have finished, choose **Publish**. While changes are still saving, or the form is empty, **Publish** tells you to wait or to add content. After publishing, staff find the form in the **Send to patient** dialog on the patient's **Requests** page.

Editing a published form does not change what patients receive until you publish again. The published version stays available while you work.

### Ready-made content [#ready-made-content]

Choose **Add from the Marketplace…** to find forms, reports, emails and skills from publishers. Open a listing, read its publisher, languages and license, and choose **Install**. Installing needs the permission to activate content, which Owner and Admin have. Check the content before you rely on it.

### Archive what you no longer use [#archive-what-you-no-longer-use]

On a card, open **More actions** and choose **Archive…**. Archived content is hidden from active use. Existing work and imported copies are kept, and you can restore it later. A form with active schedules must have them paused or replaced first.

## Try it [#try-it]

A published test form is visible to every colleague who sends requests, so name it clearly and archive it when you finish.

1. Open **Library**, choose **Create template**, then **Form**.
2. Title it "TEST intake (do not use)". Add a **Long text input**, write the question "What would you like to discuss?" and turn on **Required**.
3. Open the preview. Check that the question and the required marker look right.
4. Wait for the save indicator to read saved, then choose **Publish**.
5. Open **Sam Testpatient**, choose **Requests** and then **Send to patient**. Find your form in the list. Close the dialog without sending, or send it to your own address as in the front desk course.
6. Return to **Library**. On the form's card choose **More actions → Archive…**, then **Archive**.
7. Open **Send to patient** again. The form can no longer be sent.

## Check yourself [#check]

1. You saved a form, but staff cannot pick it when they send a request. Why?

<details>
  <summary>
    Answer
  </summary>

  It is not published. Saved drafts are not offered. Choose **Publish** once saving and translation have finished.
</details>

2. You change a published form and have not published again. What do patients receive?

<details>
  <summary>
    Answer
  </summary>

  The published version. Your changes stay in the draft, marked **Draft ahead of published**, until you publish.
</details>

3. What does archiving do to answers patients already gave?

<details>
  <summary>
    Answer
  </summary>

  Nothing. Archiving hides the form from active use. Existing results are kept, and you can restore the form later.
</details>

## Next [#next]

Continue with [Keep watch over the practice](/docs/en/learn/admin-oversight). For the full steps, see [Templates](/docs/en/guides/templates) and [Marketplace](/docs/en/guides/marketplace).