Ready-Made Templates Library

The Ready-Made Templates folder in the Set of Forms tree is a built-in, read-only library of template sets prepared by ExForms — organized into use-case sub-folders. Every account sees it, right next to the Demo folder.

Use it to start from a working template instead of building a set from scratch.

Browsing the Library

  1. Open the Documents tab → Set of Forms tree.
  2. Expand Ready-Made Templates and its sub-folders.
  3. Select any set to view it in Selected Set, exactly like your own sets.

Library content is read-only: you can browse and inspect it, but you can't edit, rename, or delete anything inside the library itself.

Copy to My Folder

To use a library template:

  1. Right-click the library set and choose Copy to My Folder.
  2. Pick one of your own folders in the picker that appears.
    • If you don't have a folder yet, ExForms creates a My Templates folder for you automatically.
  3. The copy appears in your folder as a normal, fully editable set that you own — files, field mappings, and naming included, with its own workbook link.

From there it behaves like any set you created yourself: download its Excel workbook, adjust mappings, add or replace files, and send data.

Note: copying always creates a new set in your folder. The library source is never affected by anything you do to your copy.

What's Inside

The library grows over time with commonly requested, verified templates — official public forms sourced from their original publishers, and business documents designed by ExForms. Check the library folders in your add-in to see what's currently available.

If there's a template you'd like to see added, contact support — the library is driven by what users ask for.