Updating a Form Template

To update a form you can edit the fields or the layout via the template itself.

• Updating Form Fields
• Updating Form Document Templates

Updating Form Fields

To update a form template, click the form template name on the form template dashboard to open the form template edit page.

From the edit form template page, update the Form Name, Description and Form Fields as required.   Click Add Field to create new form fields if required.

When complete, click Save Form.

Updating Form Document Templates

To update the form's document template, click on the form's download icon on the form template dashboard.

Open the downloaded .docx template in Microsoft Word and edit as required.   When complete, save the updated document. Open the form template's edit page by clicking the form name on the form template dashboard.  Click Select files on the edit form page and, select the updated .docx document template.

Click Save Form to upload the updated document template.