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A basic introduction to Forms 3.0 and navigating its different pages.
Forms 3.0 is found in Settings. See a quick list of all custom Forms 3.0 forms and select "Include all facilities" to see forms from all of your locations (if applicable.)
- To edit the name of a form or delete the form, click the pencil icon on the left of its name.
- To edit the contents of the form itself, click on the name of the form.
- Within the editable view, you have available fields on the left, the form in the middle, and the component manager on the right.
You can Save your current draft, Close the form, Preview the form, and Publish the form to make it available to staff through each client's document manager.
Learn more with our library of Forms 3.0 articles here.