The Initiate Page is a publicly available webpage where anyone can search for and initiate forms that have been marked as public, like a library of your district's public forms. 

This is especially useful for forms that need to be accessible to a wide audience, such as:

• Student Transfer Requests
• Facility Use Requests
• Timesheets
• Field Trip Requests 
• Leave Requests 

Note: The Initiate Page is public. Anyone with the link can access it and browse all public forms. 

How to Add or Remove a Form from the Initiate Page

All new forms are private by default. Private forms can only be accessed by users who:

• Have been sent an Initiator link
• Have the necessary permissions

If you'd like a form to appear on the Initiate Page (so external users can find and start it on their own), you'll need to make it public.

To Add a form to the Initiate Page (Make it Public):

1. Go to Admin > Forms
   
   

2. Use the search box to find the form

3. Click the Manage dropdown for that form

4. Select Make Public to add it the initiate page 
   

Once updated, the form will appear on the Initiate Page and can be accessed by anyone with the link.

To Remove a Form from the Initiate Page (Make it Private):

1. Go to Admin > Forms
   
   

2. Search for the form you want to remove

3. Click the Manage dropdown

4. Select Make Private
   
   

This will remove the form from the Initiate Page, but it will still be accessible via direct links or assigned workflows. It will no longer be visible to the general public.