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Build and publish a Cheku template

Build a reusable Custom Form and publish the version Staff can fill.

Updated 12 September 2026

Before you start: You need permission to manage templates, an existing Cheku template record, and a desktop-sized screen.

Open Templates

Build the form

  1. Open Documents, then Templates.
  2. Open the template’s action menu and select View Details.
  3. Select Edit.
  4. Add a blank section or section preset, then add and configure the fields the form needs.
  5. Select Save draft.
Cheku template Builder with form sections and Save draft, Preview and Publish actions
Build the form in sections, then use the actions above the canvas. Open full-size screenshot

Preview and publish

  1. Select Preview to check the form in a new tab.
  2. Return to the Builder and select Publish.

What happens next

The Builder shows the published version number. Later Draft changes remain unpublished until you select Publish again.