You can edit the electronic fields on a form you have previously set up. Any changes you make will apply to all forms started going forward, but will not affect forms already started.
For more about how to edit a form's approval route, go here.
To edit the electronic fields on a form you already set up and published...
Note: If a form is published, it will appear on the main Active Forms page.
- Log into your account.
- On the Active Forms page, find the form that you would like to edit and click on the menu in the upper righthand corner (little triangle).
- Click Edit document
- Make any necessary changes to your document and click Save. Learn more here about how you can customize the fields on your form.
To edit the electronic fields on a form you already started setting up but did NOT yet publish...
Note: If a form is not yet published, it will not appear on the main Forms page.
- Log into your account
- Click on the person icon in the top right corner of your account and select Groups/Docs
- Find the list of documents on the right side of your screen and click Edit underneath the document name to get back to the document editing page.
- Make any necessary changes to your document and click Save. Learn more here about how you can customize the fields on your form.
- To publish your group form, you will need to send it out (more here). To publish your simple or routed form, click Sharing Options from the Groups/Docs page and follow on-screen instructions (more detailed instructions here).
Note: You will only be able to edit forms that you personally set up in your account, not forms that other people set up and shared with you.