# Create a Form Template Step-by-step guide to building and activating a custom accreditation questionnaire that suppliers fill in when they apply to your panel. URL: https://www.procureflow.ai/docs/supplier-management/create-accreditation-template Available to Admin and Developer Employee roles only. Standard procurement users and buyers do not have access to form template settings. Open Accreditation Form Templates [#open-accreditation-form-templates] 1. From the top navigation, click **Settings**. 2. In the left sidebar, scroll to the *Suppliers & Procurement* section and click **Accreditation Forms**. This opens the template list page, which shows all templates your organisation has created. **Note:** If "Accreditation Forms" is not visible in the sidebar, the feature may not be enabled for your organisation. Contact your ProcureFlow account manager to enable it. Click "New template" [#click-new-template] Click the **New template** button at the top right of the list. A dialog will open asking for a name and optional description for the template. Name your template and click "Create Template" [#name-your-template-and-click-create-template] 1. Enter a clear **Template Name** that reflects its purpose (for example, "Standard Supplier Accreditation" or "Vendor Pre-qualification Q3 2026"). 2. The **Description** field is optional but helps your team identify the right template when you have multiple versions. 3. Click **Create Template** when ready. **Tip:** Use a descriptive name that includes the category or scope. This makes it easier to distinguish templates when you clone or archive older versions. Template builder overview [#template-builder-overview] After creating the template, you are taken to the **template builder**. The builder has two panels: * **Outline** (left): a tree of pages, sections, and questions. * **Editor** (right): where you edit the selected item. Use the outline to navigate and organise the form structure. **Note:** Every new template starts with three system pages: Company Information, Banking & Payment, and Contact Information. These pages collect standard supplier data automatically and cannot be removed. Review the built-in system pages [#review-the-built-in-system-pages] Click any system page label in the outline (for example, **Company Information**) to preview the built-in fields it collects. These fields are read-only and automatically presented to every supplier who fills in the form. You do not need to recreate them. Add a custom page [#add-a-custom-page] To add your own questions, you first need to create a **custom page**. 1. Click the **+ Add page** button at the bottom of the outline. 2. In the dialog, enter a **Page Name** (for example, "Compliance & Certifications") and an optional description. 3. Click **Add page**. **Tip:** Group related questions into pages: for example, one page for certifications, another for financial information, another for Health, Safety & Environment. This makes the form easier for suppliers to navigate. Add a section to the page [#add-a-section-to-the-page] Pages are divided into **sections**, which group related questions together under a heading. 1. Click the **+ Add section** button under your new page in the outline. 2. Enter a **Section Name** (for example, "ISO & Industry Certifications") and an optional description. 3. Click **Add section**. Add a question [#add-a-question] 1. Click the **+** (Add question) icon next to the section name in the outline. The question editor opens on the right. 2. Enter your **Question** text and, optionally, a **Help text** that provides additional context or instructions for the supplier. Choose an answer type [#choose-an-answer-type] Click the **Answer type** dropdown to select how the supplier should respond. ProcureFlow supports a wide range of answer formats: * **Yes / No**: simple binary choice * **Yes / No / N/A**: binary with a not-applicable option * **Yes / No (with explanation)**: binary plus a text field for justification * **Scale 1 to 3 / 1 to 5**: numeric rating scales * **Multiple Choice (single / multi-select)**: pick from predefined options * **Free Text**: open-ended text response * **Acknowledgement**: supplier ticks to confirm they have read something * **Number / Date / File Upload**: structured data types * **Terms & Conditions**: supplier must accept T\&C before proceeding Set attachment requirement and mark as required [#set-attachment-requirement-and-mark-as-required] Use the **Required** checkbox to make the question mandatory for suppliers. Then use the **Supplier attachment** dropdown to control whether suppliers can upload a supporting document alongside their answer: * **None**: no file upload for this question * **Optional**: supplier may attach a file but is not required to * **Required**: supplier must attach a file to submit the form **Tip:** For certification questions (ISO, BizSafe, etc.), set attachment to **Required** so suppliers must upload the certificate document as proof. Save the question [#save-the-question] Click **Add question** at the bottom of the editor panel. The question is saved and appears in the outline under its section. Click it in the outline at any time to edit the text, type, or attachment settings. Repeat steps 8–11 for each question you want to add. **Note:** After saving, you can also upload **reference attachments** : documents visible to the supplier as context (for example, a certification standard PDF). These appear in the editor after the question is saved. Activate the template [#activate-the-template] When you are satisfied with the form structure, click the **Activate** button at the top right of the builder. The template status changes to **Active**. Only one template can be active at a time. Activating a new one automatically deactivates the previous one. **Important:** Once a template is activated, it becomes the form that suppliers receive when you send new accreditation invites. Existing in-progress accreditations are not affected. Confirm the template is live from the list [#confirm-the-template-is-live-from-the-list] Navigate back to **Settings > Accreditation Forms** to confirm the template shows an **Active** status in the table. From this list you can also: * **Clone** the template to create a variant. * **Edit** an existing draft template at any time. **Tip:** Use **Clone** to create a copy of the active template before making changes. This lets you build and test a new version as a Draft before switching it to Active, with no disruption to live invites.