> ## Documentation Index
> Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
> Use this file to discover all available pages before exploring further.
# How to create Forms using an auto-generated template
> Learn how to create Forms using an auto-generated template in ServiceM8.
ServiceM8 supports the ability to auto-generate templates for Forms, making it easy for your business to benefit from this popular Add-on. When the auto-template is used as is, there is no need to work with merge fields in Word to create a form. The auto-generated template is appropriate for basic forms, procedures, and reports. It might look simple, but don't let looks deceive you - it's an incredibly powerful tool to build great processes in the field.
* [Part 1 - Setting up the Form details](#part-1---setting-up-the-form-details)
* [Part 2 - Creating the Form questions](#part-2---creating-the-form-questions)
* [Part 3 - Previewing the Form](#part-3---preview-your-form)
* [Using an auto-generated template as a starting point for further customisation](#using-auto-generated-templates-as-starting-points-)
## Part 1 - Setting up the Form details
1. From the Online Dashboard, go to **Account > Settings**.
2. Click **Forms**.
1. Click **Add Form**.
2. Complete the *Form Details* sections as follows:
* *Form Name:* Enter the name of the form.
* *Badge Name:* Enter the name of the badge that will be used on a job whenever this form needs to be completed.
* *Badge Requirement:* Set the form requirement as mandatory or optional.
* *Form Template:* Select "**Automatic - Use an auto-generated template to produce the PDF**."
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](/images/008-765-394-5ca9a9d8-c370-44c6-9a00-4cea6d751cb0.png)
## Part 2 - Creating the Form questions
You can now create the questions and elements that need to be completed in the Form.
1. Under *Form Questions*, click **New**.
2. Complete the *Question Details*.
* *Question:* Enter the name or label for the question.
* *Additional Details:* If you want to include any explanation or detailed instructions, add them here.
* *Mandatory:* Tick this box if the question must be completed.
* *Question Type:* Select the appropriate type from the dropdown.
* **Text:** use for questions that require short open text responses
* **Text (Multi-Line):** use for questions that require longer open text responses
* **Number:** use for questions that require an numeric response only
* **Date:** use to capture an exact date
* **Multiple Choice:** use for questions that can only have one true answer (such as Yes or No)
* **Multiple Choice (Multi-Answer):** use for questions that may have more than one true answer ("Select all that apply")
* **Signature:** use to capture a signature in the field
* **Photo:** use to include a photo requirement
3. To add another question, click **New**.
4. Continue until you have added all necessary form requirements, then click **Save**.
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](/images/008-765-644-61a6852b-89e1-46bf-81f2-c4bda77230be.png)
**TIP:** You can adjust the order of your questions by clicking a question in the *Form Questions* pane, then clicking **Up** or **Down**.
**TIP:** If you want to make a question's presence conditional upon the response to another question, you can use the Skip Question function. See [Using the Skip Question IF condition in the form](/help-center/servicem8-add-ons/forms/using-the-skip-question-if-condition-in-the-form) for more information.
## Part 3 - Previewing the Form
1. From the *Forms* page on the Online Dashboard, find your Form and click **Preview**.
2. Complete the Form as though you were filling it out in the field (this is just a demo, don't worry about your answers) and click **Finish**.
1. Click **View Form**. This will let you see how a completed form will appear when saved as a PDF.
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](/images/008-765-652-4c896020-9ba6-44c0-a655-5a0999ec3138.png)
## Using an auto-generated template as a starting point for further customisation
For more advanced Form creation, you can create your basic questions with the auto-generated template and then export it as a quick starting point to customise further.
From the Forms page, find your auto-generated Form, click Open Form, then click **Download Auto Template** to generate your template in Word.
See [How to create Form questions and add the fields into a document template](/help-center/servicem8-add-ons/forms/how-to-create-form-questions-and-add-the-fields-into-a-document-template) for more information about working with Forms and document templates in Word.
