The library contains pre-made workflows and digital forms that an administrator can add directly into their account. These library have been built out of customer requests and product roadmap items that our team has gathered over time.

As a result, these use-cases have been templatized and turned into downloadable items that reduces the need for you to start from scratch when beginning your implementation.

The library can be found in the Administration module:
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1. Click Administration in the left-navigation bar.
2. Select Library.
3. You will see a list of digital form and workflow templates. Click More info under the template you'd like to add.

You will see a description alongside all of the pre-made fields that are included in the template. To add it into your account, click Add Item in the bottom-right corner.

You will automatically be brought to the workflows or digital forms page. You can add, delete, or edit fields as you wish. Otherwise, your template is now saved in your account and ready for use.

If you'd like to make additional copies of the library item, you must ensure your original template is given a different name. No two workflows or digital forms can share the same name as the other.

In this case, simply go back to your original template add and name it however you'd like (eg. Affiliate Visit Request - Original Version).