How to Manage Forms

Editing a Form

1. Navigate to Forms from the main menu.

2. Click the Edit icon next to the form you want to update.

3. Make your changes to the configuration or fields.

4. Click Save Changes.

Duplicating a Form

1. Click the Duplicate icon next to the form you want to copy.

2. Enter a new name for the copy.

3. The editor opens automatically so you can customise the duplicated form.

4. Click Save Changes when done.

Archiving and Unarchiving

• Click Archive to hide a form from employees without deleting it.

• Switch to the Archived tab to find archived forms.

• Click Unarchive to restore a form and make it visible to employees again.

Tips

• Duplicate a form when you need a similar template for a different team — it saves time.

• Archive forms that are no longer needed instead of deleting them, so you keep a record.