How do I make a Packet Template?

Modified on Thu, 15 May at 9:53 AM

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

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.

Name and Describe Your Template
Provide a clear name and a brief description for easy identification later.

Press Next to continue.

Add Forms
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.

Press Next to continue.

Assign Contributors
Contributors are roles, not specific individuals, who will interact with your packet.
Examples include "New Employee," "HR Specialist," or "Supervisor."

You can optionally recommend specific people for these roles if they’re already in Droplet. Otherwise, leave this blank and add individuals later when you use the packet.

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.

Select the Packet Subject
Choose a clear subject line to track your packet’s progress effectively. You can either select from the contributor roles you’ve already defined or leave this to specify later.

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.

Press Next to continue.

Configure Default Assignments
Determine who starts each form in your packet by default. This assignee will be assigned to the form on the Start Step.

For instance, HR might initiate a contract form, whereas a new hire might begin filling out their personal information.

Defaults can be adjusted later when you assign the packet to specific people.

Press Next to continue.

Set Notifications
Optionally, define automatic email notifications for packet updates, such as when forms are started, rejected, or completed.

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

Press Next to continue.

Finalize the Template
Click Finish Create Packet to save your template.

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.