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Export Form Entries
To export form entries, go to the Forms Table on the Home Page of the Forms Module. Click the thr...
Edit the Status of a Form Rule
To change the status of a form rule, go to the Home Page in the Forms Module. Click the three dot...
Edit a Forms Groups
To edit a group in the Forms Module, select Groups on the Main Menu and go to the Manage Groups P...
Edit a Form Entry
To edit a form entry, go to the Home Page of the Forms Module and click the three-dot icon to the...
Edit a Form Aggregation
To edit a form aggregation, open the Home Page of the Forms Module and click the Form Aggregation...
Edit a Form
To edit a form, go to the Home Page in the Forms Module. Click the three-dot icon to the right of...
Download a PDF Form
While this option will show on the context menu, you can only download a PDF if a PDF has been as...
Delete all Testing Entries
To delete all entries made while a form is in Preview Mode, go to the Home Page of the Forms Modu...
Delete a Forms Group
To delete a group in the Forms Module, select Groups on the Main Menu and go to the Manage Groups...
Delete a Form Entry
To delete a form entry, go to the Home Page of the Forms Module and click the three-dot icon to t...
Delete a Form Aggregation
To delete a form aggregation, open the Home Page of the Forms Module from the Main Menu. Click t...
Delete a Form
To delete a form, go to the Home Page of the Forms Module. Click the three dot (…) icon to the ri...
Copy a Form
To copy a form, go to the Home Page of the Forms Module and select the three dot icon to the righ...
Close a Form
To close a live form, go to the Home Page of the Forms Module and click the three-dot icon to the...
Clear a PDF Cache
To clear the PDF cache, go to the Home Page of the Forms Module. Click the three-dot icon to the ...
Bulk Edit / Delete Form Entries
To bulk edit form entries, go to the Home Page of the Forms Module. Click the three-dot icon to t...
Archive a Form
To Archive a form, it cannot be live. You must close the form first. How To: Close a Form To arc...
Add Tags to a Form Entry
To add tags to a form entry, go to the Home Page of the Forms Module and click the three-dot icon...
Add an Individual Form Entry
To add a form entry, go to the Home Page of the Form Module. Click the three dot icon to the righ...
Add a Field to a Form
To add a field to a form, go to the Home Page of the Forms Module. . Click the three-dot icon to ...