Forms

• Viewing the Forms List

  1. Navigate to Forms Go to the left-hand navigation panel and click Forms. 2. Explore the Forms Table The Forms table will display all available forms in the system. Each row shows the Form Name, Created Date, Created By, and Form Type ...

• Creating a New Form

  1. Navigate to Forms Go to the left-hand navigation panel and click Forms. 2. Click "Create New Form" In the top-right corner, click the Create New Form button to begin building your form. 3. Enter Form Details Internal Title: A ...

• Editing an Existing Form

  1. Navigate to Forms Go to the left-hand navigation panel and click Forms. 2. Click the Edit Icon In the Actions column of the form you want to edit, click the Edit (pencil) icon. 3. Update the Form Details A modal titled "Edit ...

• Deleting a Form

  1. Navigate to Forms Go to the left-hand navigation panel and click Forms. 2. Click the Delete Icon In the Actions column of the form you want to delete, click the trash can icon. 3. Confirm Deletion A confirmation modal will ap ...

• Downloading a Form

  1. Navigate to Forms Go to the left-hand navigation panel and click Forms. 2. Click the Download Icon In the Actions column of the form you want to download, click the download icon. 3. Download the PDF The form will be exported a ...