Manage Draft Forms

1. Go to the Program Setup > Custom Forms > Forms tab.

2. Select the ellipsis icon next to the form and then Edit.

The form will open in Edit Mode.

1. Go to the Program Setup > Custom Forms > Forms tab.

2. Select the ellipsis icon next to the form and then Preview.

A preview of the form will open in a new page. This will include any form configuration, such as required fields, validation, etc.

Tip: A PDF file of the form can be downloaded from the Preview Form page. For more information, see the Download form previews dropdown below.

1. Go to the Program Setup > Custom Forms > Forms tab.

2. Select the ellipsis icon next to the form and then Preview.

3. From the Preview Form page, select the Download button.

4. In the Download Form screen, specify the details that should be included in the download.

   1. Select what content and conditional logic to include in the output.

      • All sections, fields, etc. in the order they were placed on the form. Conditional logic does not apply.

      • Only what's visible in the preview. Conditional logic does apply.

   2. Optional - Select the Include form version on download option to print the form revision (e.g., v1, v2) on the output.

5. Select Download to generate the PDF file.

1. Navigate to the Program Setup > Custom Forms > Forms tab.

2. Select the ellipsis icon next to the form and then Copy as draft.

A copy of the form will automatically open in Edit mode. After you click on the Save button, it will be saved to the system as a Draft.

Warning: This cannot be undone.

1. Navigate to the Program Setup > Custom Forms > Forms tab.

2. Select the ellipsis icon next to the form and then Remove form.

3. Confirm the action before deleting the form from the system.