Editing Fillable Forms

Accessing a Form to Edit: 

• Once the form is added, it can be managed. 
• • If editing an existing form, click on the pencil iconnext to the form. 

Editing the Form Name: 

• The form’s name can be changed if desired. 

Adding Fields to the Form: 

• Click the Add Field button. 
• Enter the Field Name: This is required and will be the label shown on the form (optional to hide). 
• Select the Column Type: Choose the appropriate type for the field. Here are the options: 

• • Checkboxes: Allows users to select one or more options. A checkmark appears when selected. 

• • Date: User enters a date in mm/dd/yyyy format. 

• • Dropdown: A box that reveals a list of predefined options. User selects one from the list. 

• • Mobile Scan: Enables the built-in scanner in the mobile app or allows file upload on a laptop/PC. 

• • Numeric: User can only enter numbers. 

• • Radio Button: Allows only one selection from a group of options. 

• • Richtext: A text field with formatting options (e.g., bold, italics, font styles, etc.). 

• • Signature: User can click the Sign button, which will capture the first name, last name, date, and time of the signature. 
  • Text Input: A free-form text field for entering letters, numbers, or symbols (e.g., name, email address, short message). 
• Set the Field as Required
  • Select Yes if the field must be completed to mark the form as finished. 
  • At least one field must be required to activate the form. 
• Hide the Field Label (Optional): 
  • Select Yes to hide the label from the form entry. 
  • If not selected, the field name will be shown as the label. 
• Cancel or Add: 
  • Click Cancel to discard changes. 
  • Click Add to create the field. 

Rearranging Fields: 

• Hover over the field to move. 
• Click and drag the field to the desired location. 
• Release the click, and the field will move to the new position. 

Editing a Field: 

• Click the pencil iconon the field to be edited. 
• Make the necessary changes. 
• Click Cancel if the field was opened by mistake. 
• Click Update once done with the changes. 

Deleting a Field: 

• Hover over the field. 
• Click the trash icon to delete the field. 
• A prompt will appear asking to confirm the deletion.