Form editor
The form editor is where you build and change a form: its groups of questions, how each question is answered, follow-up questions that only appear when they apply, and whether the form needs a client. Templi builds most forms with you in a chat, and the editor opens beside that chat so you can check its work or make changes yourself.
Where to find it
Go to Customise > Forms in the sidebar, at https://app.templi.ai/forms, and click a form to open it in the editor at https://app.templi.ai/forms/<form>/edit.
Forms linked to your back-office system, such as a CRM fact find, open read-only. Their questions come from the back-office system.
Create a form
You describe the form and Templi builds it with you, adding the questions to the editor as you watch.
In Customise > Forms, click Create a form.
Describe the form, or pick a starting point such as Pension policy summary, Risk questionnaire or Client fact find.
Click Start building.
A chat opens with the new form beside it. Keep chatting to change it, for example Under Your circumstances, add a yes or no question asking whether the client has made a will. To start from a paper form you already use, see Build a form from a PDF.
Split the form into groups
Groups break a long form into sections, such as Your circumstances, Income and Retirement plans.
Click Add group at the foot of the form.
Type the Group name.
To remove a group and its questions, open the group's menu and click Delete group.
Add questions
Click Add field in a group and choose a question type. The picker sorts the types into Text, Choice, Data, Structure and Custom.
Question type | Use it for |
|---|---|
Short text | A short answer, such as a pension provider or policy number |
Long text | Notes, such as what has changed since the last review |
Rich text | Longer answers that need headings or bullet points |
Yes / No | A straight choice, such as whether the client has made a will |
Single select | One answer from a list, such as attitude to risk |
Multi select | Several answers from a list, such as the reasons for investing |
Number | A count, such as the number of dependants |
Currency | An amount in pounds, such as a pension fund value |
Date | A date, such as a planned retirement date |
Record | Related details kept together, such as an employer, job title and start date |
List | One answer per row, such as the names of dependants |
Table | Several details per row, such as existing pensions with provider, type and value |
Under Custom you also get ready-made lists for Adviser, Client, Country and County (UK).
To add a question in a particular place, open the menu on an existing question and click Add field above or Add field below. Delete field is in the same menu.
Edit a question
Hover over a question and click the pencil to edit it.
Type the question under Label.
Under Description, say what a good answer looks like. Templi reads this when it fills the form, so it answers more accurately.
For Single select and Multi select questions, type each answer in Type an option... under Options. To offer the rows of a table on the form as the answers, click Use options from table and choose the table.
Click Done.
To make a question required, ask Templi in the chat, for example Make the date of birth question required.
Show a question only when it applies
Follow-up questions keep a form short for clients they do not apply to. You can add one under any Yes / No or select question.
Under the question, click Add conditional field.
Choose the answer that should show the follow-up, such as Yes.
Choose the Field type and click Add field.
Type the follow-up question, such as What has changed?
The follow-up sits indented under the original question.
Preview and save
Switch from Fields to Preview at the top of the editor to see the form the way it is filled in. Answer a question to check its follow-ups appear, then switch back to Fields. A form with a PDF also has a PDF view.
Templi saves a question when you close it with Done. The top of the editor shows Saving..., Saved or Unsaved changes, and a Save button appears while anything is unsaved.
Click Save before you leave the page when it shows Unsaved changes. Changes that are not saved are lost.
Once the form is saved, click Generate at the top of the editor to fill it for a client. See Fill a form.
Form settings
Settings holds the form's name, its type, and whether it needs a client. Open it from More (the three dots at the top of the editor) > Settings.
Name renames the form.
Type is Client Fact Find for a form that records a client's personal details, finances and goals, or General for anything else, such as a risk questionnaire or a pension policy summary.
Require clients means at least one client must be chosen before the form is filled. Turn it off for forms about a document rather than a person, such as a pension policy summary filled from a provider statement.
Click Save changes to keep them.
Make a form your default fact find
Your default fact find is the one Templi uses for every client's Fact find tab, and fills from client meetings and your back-office system. When you connect your back-office system, Templi sets one up for you.
To use a different Client Fact Find form, open it and click More > Use as default fact find, then Set as default. You can also do this from the form's menu in Customise > Forms. You need permission to change your organisation's settings, which administrators have.
Ask Templi to change a form
Click any question in the editor to ask Templi about it, or type in the chat beside the form. For example:
Add a question asking whether the client expects any large expenses in the next five years.
Let clients pick more than one answer for the purpose of the investment.
Add a protection section with existing life cover, critical illness cover and income protection, each with provider and sum assured.
From any other chat, name the form, for example Add a question about the client's state pension forecast to our annual review form.