Template Parts
All Template Parts have a drag handle 
that allows you to move the parts around within the section they are in. In a future update, you will be able to move all parts between other sections.
To edit any existing form part, select the blue pencil icon 
or double click on the part. The edit panel will appear, allowing you to change details about that part.
To archive any existing form part, select the red outlined trash icon 
- after clicking it once, the trash icon will grow and wiggle. Click the trash icon again to confirm archival. 
You can restore form parts at any time by scrolling to the top of the Template Builder and choosing "Show Archived". You can then scroll to find the part you want to restore, and select the green restore icon 
to place the part back on your form.
Note: If a question or section has answers when you archive it, these will not be deleted. They will be hidden from the form, but you can restore their visibility at any time by restoring the part.
There are 4 parts available to add to a template, most have additional settings you can configure.
Section
Sections divide up your questions, paragraphs, signatures, and subsections. At the root level, your sections will appear in the quick link navigation. For any sections within sections (subsections), these serve to divide up your questions.
For example, at the root level, you would add top level headers like I, II, III, IV. Within the subsections, you could further divide your sections up into smaller parts.
Question
Questions are where you collect data in CaseLocker, and must go inside of a Section. A Question will also prompt you for a Fieldtype, which is what defines the type of data you are collecting.
Once created, the fieldtype cannot be changed. Additional subfields may be added for complex parts, but the fieldtypes cannot be modified after creation.
All questions, except complex questions, allow you to set whether the question is required. Required questions will prevent Contacts from submitting, however will not prevent Organization Users from changing the status.
Complex Questions that contain subfields will allow you to set each subfield as required or not. Learn more at the Fieldtypes page.
Section and Question have the following Additional Settings:
Web Only - This sets a Question, or an entire Section (including all parts within the Section) as web only, which means it will not appear when downloading a PDF copy of the form.
Collapsible - This sets a Question, or an entire Section, as collapsible. A caret will be visible in the top right of a question or section that allows it to be minimized to reduce visual content on the page.
Above: the options to hide/collapse questions/sections
Above: a collapsed question & section, with the option to show the hidden question/section.
Read Only - This sets a Question, or all Questions within a Section, as Read Only. Read Only Questions can only be modified by your organization users. Contacts can view the answers in these fields, but they cannot modify the answer.
Tip Dialog Text - If set, a "?" will appear next to the question or section title. Clicking on this "?" will allow you to provide a tip/hint for the field.
Above: A Question & Section with Tip Dialog Text set. Clicking on this "?" will show a dialog box with the text you entered.
Paragraph
The Paragraph part is a rich text area that allows you to put text on your form. Use this for things like instructions, disclaimers, notices, etc.
Paragraph has the following Additional Settings:
Hide on PDF (Web Only) - This sets a Paragraph field to only appear when viewing the form within CaseLocker, and will not print this paragraph on the PDF.
Signature
A Signature part is a block that the Contact will sign, either when the status is changed to "Request E-Signature", or the "Sign on Submission" option is selected and the client submits their form. You can enter text in the Signature part that appears above the signature line.
The Signature part has no additional settings.
Template Builder
To use the template builder, you'll need to create a new template or edit an existing template.
The first layer on any template (shown in blue above) is the root layer. At this level, you can only add a section or a paragraph to the template.
Once you add a section, to add a part within that section, select the small "Add" button.
The "Add" button will give you the 4 form parts you can add to a template. You can add additional subsections, paragraphs, questions, and signature blocks within any section.
In the image above, if you wanted to add a new part to section 1. Personal Information, you would select the "Add" button at the bottom of the green box. If you wanted to add a new part to section E. Address, you would select the "Add" button at the bottom of the orange box.
(The colored boxes will not appear on the template, and are in the image above for display purposes)