Editing a form

To edit an existing form:

1. Navigate to Settings > Advanced > Forms
2. Ensure you are in the Forms tab

   Note

   Our Forms tab provides you with our latest Form Builder which contains enhanced functionality and a more user friendly design.

3. Select the Folder the form belongs to
4. Select Builder

Caution

Remember to save any changes before navigating away from the Form Builder.

The form can then be configured with:

• Steps
• Questions
• Text Blocks
• Quote Tables
• Esignatures
• Conditions
• Settings