How do I make a Packet Template?

Modified on Fri, 23 Jan at 9:54 AM

The Packets feature is only available with the Plus Package or as an Add On.

The Packets feature now autosaves, so there is no need to save before leaving your template.

The Packets feature in Droplet allows you to bundle multiple forms into a single package, streamlining repeated processes for you and making it easy for your submitters to tackle multiple submissions in one fell swoop. To start a packet, you first need to create a Packet Template. Read on to learn how.

Creating a Packet Template

A Packet Template is essentially a reusable collection of forms with assigned roles for contributors. Once created, templates eliminate the need to repeatedly build the same set of forms from scratch.

Navigate to Packets
Click on "Packets" in the left-hand menu.

If you don’t see this option, you may not have the necessary permissions. In this case, contact your Droplet account administrator or submit a support ticket.

Select Templates
Click the Templates tab. Here you can manage existing templates or create new ones by clicking the + New Template button.

Once you've created a new template, make sure to edit the template name in the upper left corner.

Name Your Packet Subject
Choose a clear subject line to track your packet’s progress effectively.

For example, in an onboarding packet, the most common use of the subject is selecting the New Employee contributor. That way, the packet will be labeled [Packet Name] - [New Employee Name], making it easy to identify a particular packet.

Add Forms and Assignments
Choose the forms you want to include. You’ll see all available forms.

You may also include the same form multiple times. For example, in the case of an onboarding packet, a new employee might complete more than one submission of a single form for each prior workplace.

For each form, choose the assignee title that will be completing the form.

Since you’re creating a template, you’re not assigning it to anyone yet. You’re just setting up an outline to make the assignment process quicker and easier later.

Press Next to continue.

Assignment Notification
Create custom assignment notifications using dynamic fields.

Press Add Notification to add additional notifications at different times. For example, when all forms are completed, when a form is rejected, or the packet is incomplete after x days.

Individual form notifications remain unchanged; this step is specific to overall packet updates.

Press Next to continue.

Customize Filler Portal
Customize your packet by uploading a logo, adding a title, organization name, and packet instructions.

Press Next to continue.

Return to Packet Template Page
You will now see your packet template on your packet template page! It will also show in the list of packets for anyone who has account permissions to start a packet.