Where is the Duplicate button on a form preset?

There is not one in the Controls column. To clone a template, open Edit on the source preset, change the Name field at the top, and save. Because the builder treats a renamed save as a fresh preset, the original stays intact.

What happens to existing responses when I delete a preset?

Past responses stay for audit. Deleting only removes the template from the list of presets you can assign going forward. There is no way to re-attach a deleted preset to new assignments without rebuilding it.

Can I version a form preset?

The Forms page tracks a Created At and Updated At per preset, not a numbered version history. If you need to keep an old field set alongside a new one, save the new variant as a new preset with a different name.

Why does the table show only one column on mobile?

Field Count, Created At, and Updated At are hidden by default on narrow viewports so the Name and Controls columns stay touchable. Use the Show/Hide columns button in the toolbar to bring them back if you need them on a smaller screen.

Do AI-generated forms appear in the same gallery?

Yes. The AI form builder writes to the same Form Presets table. Once saved, an AI-built template is just another row, with the same Edit and Delete controls. The starting builder is different, the end state is the same.

How do I share a preset between offices in one agency?

Form presets are tenant-wide, so every office in the same AveeCare tenant already sees the same list. If you operate separate tenants, you need to recreate the preset in each one.

Where can I export the list of presets for a compliance audit?

Click the Export CSV link below the Form Presets table. It downloads a file with every visible row, name, description, field count, created and updated timestamps, useful as a template inventory snapshot.

Form template gallery

Forms is the central library of every form preset your agency uses, intake forms, consent forms, assessment forms, custom checklists. The Forms page lists every preset in one table so admins can create, edit, and clean up templates in one place. Drag-and-drop field editing and AI generation live behind the Edit and New Form buttons.

Quick answer

Open Forms. The Form Presets table shows every template with Name, Description, Field Count, Created At, Updated At, and a Controls column with Edit and Delete buttons. Click New Form at the top to add a preset.

Open Forms

1. Open Forms to see every preset

Click Forms in the left sidebar.
The page loads with two pieces: a New Form tile at the top, and the Form Presets data table below it. Each row is one template.
Read the row at a glance.
Columns show Name, Description, Field Count (for example “3 fields”), Created At as a date/time, Updated At as a relative phrase like “5 months ago,” and a Controls column on the right.

2. Create a new form preset

Click the New Form tile at the top of the page.
A full-screen Create New Form modal opens. That is the same builder you would land in from Edit, just starting empty. Drag-and-drop fields and AI scaffolding live inside the modal, covered in the Form builder and AI form builder articles.
Save inside the modal. The new preset appears in the table.
After saving, the modal closes and the table reloads with the new row at the top by Created At. There is no separate publish step, saved means available.

3. Edit or delete a preset from the row controls

In the Controls column, click the blue pencil to edit.
Hovering the icon shows an Edit Form tooltip. Clicking opens the Edit Form Preset full-screen modal pre-filled with this template, same builder as New Form. Saving updates the preset in place.
Click the red trash icon to delete the preset.
Hovering shows a Delete Form tooltip. A confirmation dialog asks “Are you sure you want to delete the form preset ‘X’?” before anything is removed. Past responses for this preset are kept for audit, the template itself stops being assignable.

4. Search, filter, and export the table

Use the toolbar above the column headers.
Five icon buttons sit on the right of the Form Presets bar: Show/Hide search, Show/Hide filters, Show/Hide columns, Toggle density, and Toggle full screen. They flip in extra rows in the table chrome for searching by name, filtering by column, hiding columns, switching between comfortable and compact density, and blowing the table up to full screen.
Export the visible rows to CSV.
The Export CSV link sits below the table on the right. It exports the current row set to a file named like form-presets-YYYY-MM-DD.csv using today's date, useful for compliance or migration backups.

Common pitfalls

No Duplicate button on the row. The Controls column has Edit and Delete only. To clone a template, open Edit, change the Name, and save. The original keeps its data because save with a new name creates a new preset.
Delete is not undoable in the UI. The confirmation dialog is your only stop. Past responses are retained for audit, but re-creating the template means rebuilding it in the builder.
Assigning a form lives elsewhere. The Forms page is for managing templates. To send a preset to a patient or caregiver, open the patient or caregiver record and use the Forms tab there.
Field Count is for the latest version. If you edit a preset and add fields, the Field Count column updates the next time the table loads. Older responses still reflect the field set that existed when they were filled out.
Quick visual scan beats search for short lists. The Show/Hide search button is hidden by default. If you only have a dozen presets, Updated At sorting is faster than typing a query.