Maintaining forms
How to
- Delete elements from a form. See Deleting elements.
- Rename a form. See Renaming forms.
- Duplicate a form. See Duplicating forms.
- Delete a form. See Deleting forms.
- Save a form as a template. See Saving forms as templates.
Note: You must unpublish forms before they can be used as templates. See Unpublishing forms. - Enable a required login for the form. See Enabling required logins.
- Enable a prompt that encourages users to pre-fill information. See Enabling pre-fill prompts.
- Unpublish a form before its publication period expires or when converting the form to a template. See Unpublishing forms.
- Enable online payment options. See Enabling payments.
- Enable document upload panels. See Enabling document management.
- Enable email correspondence. See Enabling email correspondence.
- Enable form branding. See Enabling form branding.
What you can do
| What you can do | See... |
|---|---|
You can:
| My Forms window |
You can determine:
| Form Settings window - General tab |
You can define:
| Form Settings window - Publish tab |
You can define either:
| Form Settings window - Finance tab |
| You can define one or more file upload sections. | Form Settings window - Document Management tab |
| You can define the email sent to users when the form is submitted. | Form Settings window - Email tab |
You can define the branding for the:
| Form Settings window - Branding tab |