Managing Forms

Form Actions

Click the three-dot menu (…) next to any form to:

• View – See or edit form details
• Deactivate – Temporarily disable the form
• Delete – Permanently remove the form

Editing Forms

1. Navigate to the Forms List
2. Click the three-dot menu next to the form you want to edit
3. Select View to open the form
4. Click the form to access Form Information or Mapping Fields
5. Make your changes
6. Click Update Form to save changes