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, click here.
Note: This article applies to account holders with form creator access only; Please contact your district people admin or other point of contact if you believe you should have form creator access.
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 Manage Forms page.
- Log into your account.
- On the Manage Forms page, find the form you would like to edit and click on the menu in the upper right-hand corner (the little triangle).
- Click Edit document.
- Make any necessary changes to your document and click Save. Learn more here about the types of fields you can use on your form.
Note: Document changes will only apply to new submissions if your forms are already published and accepting submissions. We recommend that you thoroughly test and edit your new form before publishing.
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 testing or published, it will not appear on the Manage 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 the types of fields you can use 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.