Template Builder Redesign

The old builder used a multi-page flow — pick a template, edit the form, open a separate page for sections, another for completion settings. You couldn't see what a client would see without a round-trip to a preview URL. The redesigned builder is one screen: a palette of field types, a canvas with every section in view, and a live client-facing preview that updates as you drag.

What's New

Three-panel layout

Left: a palette of field types — text, number, date, signature, select, upload, and more.
Middle: the canvas showing every section of the template at once, with inline editing of field names and types.
Right: a live client-facing preview that renders exactly what a client will see when they open the portal link.

Drag-and-drop field creation

Drag a field type from the palette onto any canvas section to add it. Reorder fields within a section or across sections by dragging the handle — the same gesture works everywhere.

Click-to-highlight in preview

Click any field row in the canvas to highlight its counterpart in the preview panel — a ring and background tint make the match obvious. You can confirm at a glance that the right field is being edited.

Modals for deep edits

Long-form field and section editing — complex validation, help text, conditional logic — moved out of the inline canvas into focused modals. The canvas stays clean and scannable; the modal gives you room to work on the details.

Complete settings inline

Template completion settings — success messages, redirect URLs, notification rules — were their own page. They're now a modal inside the builder, so you never leave the design context to wire up what happens after submission.

How to Use It

Open a template and click Builder in the form builder tab
Drag field types from the palette onto a section
Click a field row to highlight it in the preview and inspect it
Click Edit to open a modal for detailed configuration

What's Improved

One screen, no navigation

Everything that used to live on three or four separate pages is now a single screen. No page loads between "edit the form" and "configure completion". The back-button trap is gone.

Old bookmarks keep working

Links to the previous builder pages — in bookmarks, emails, or your internal docs — redirect to the new builder automatically. Nothing to update on your end.

A simpler builder overall

Retiring the old multi-page flow means there's one place to edit templates and one mental model to hold. Fewer screens, fewer surprises, and easier for our team to keep improving.

AI Builder Panel — Later release that added an AI tab to the builder for natural-language design