--- title: How to Manage Forms description: In Timecloud, once created, forms can be edited, duplicated, or archived at any time from the Forms list. --- [Skip to content](https://help.jointimecloud.com/how-to-manage-forms#main-content) [Contact us](https://help.jointimecloud.com/kb-tickets/new?hsLang=en) [![Timecloud-Logo-600-2](https://help.jointimecloud.com/hs-fs/hubfs/Timecloud-Logo-600-2.png?width=200&height=40&name=Timecloud-Logo-600-2.png)](https://help.jointimecloud.com/?hsLang=en) Open main navigation Close main navigation - [Contact us](https://help.jointimecloud.com/kb-tickets/new) - [Go to app.jointimecloud.com](https://app.jointimecloud.com/) [Go to app.jointimecloud.com](https://app.jointimecloud.com/) Got questions? Ask away - There are no suggestions because the search field is empty. 1. [Service Portal](https://help.jointimecloud.com/?hsLang=en) 2. [Forms & Checklists](https://help.jointimecloud.com/forms-checklists?hsLang=en) # How to Manage Forms ## The Forms module uses a groups-first layout. When you open Forms, you land on the groups list. Click into a group to see its forms, and click a form row to view submissions. A breadcrumb trail at the top lets you jump back to any level. #### **Creating a New Form** 1. Navigate to a group (or **\[Ungrouped Forms\]**) so you are viewing the forms list. 2. Click **Create New**. 3. The **Create a New Form** dialog appears with three options: - **Start from Blank** - opens an empty form builder. - **Create from File** (PDF, PNG or JPG) - upload a document and AI suggests the fields and a form name. You review and edit before saving. - **Select Template** - coming soon. 4. The form editor opens. If you chose **Start from Blank**, you land directly in the **field builder** with a default form name. If you chose **Create from File**, AI processes your upload, proposes fields, and pre-fills the form name based on the document's title or content. 5. To set the form name, group, permissions, or other settings, click the **Settings** (gear) icon in the top-right corner of the editor. 6. Click **Save Changes** when finished. #### **Editing a Form** 1. Navigate to **Forms** and click into the group that contains your form. 2. Click the **Edit** icon on the form row, or use the **⋮** overflow menu if the icon is hidden. 3. The editor opens to the **field builder**. Use the **Settings** (gear) icon to access configuration options. 4. Click **Save Changes**. #### **Duplicating a Form** 1. Click the **Duplicate** icon (or find it in the **⋮** menu) 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** (or find it in the **⋮** menu) to hide a form from employees without deleting it. - Switch to the **Archived** filter to find archived forms. - Click **Unarchive** to restore a form and make it visible to employees again. #### **Row Actions and the Overflow Menu** Each form row shows action icons (View Submissions, Edit, Duplicate, Archive, QR Code). When the screen is narrow, some icons collapse into a **⋮** (More actions) menu - click it to access the hidden actions. The **View Submissions** icon displays a red badge with the number of unread submissions for that form. This count is personal to you - other users have their own unread counts. The badge disappears once all submissions have been viewed. #### **Tips** - Click any form row to jump straight to its submissions - no need to find the icon. - The red unread badge next to **View Submissions** tells you at a glance which forms have new submissions waiting for your review. - The form editor opens to the field builder first, so you can start building immediately and tweak settings later via the gear icon. - **Create from File** is a fast way to digitise an existing paper form - upload the document and let AI do the heavy lifting, including suggesting a form name from the document. - 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. - [Account & Security](https://help.jointimecloud.com/account-security?hsLang=en) - [Attendance & Timesheets](https://help.jointimecloud.com/attendance-timesheets?hsLang=en) - [Award Interpretation](https://help.jointimecloud.com/award-interpretation?hsLang=en) - [Biometric Scanners](https://help.jointimecloud.com/biometric-scanners?hsLang=en) - [Employees](https://help.jointimecloud.com/employees?hsLang=en) - [Forms & Checklists](https://help.jointimecloud.com/forms-checklists?hsLang=en) - [Geofencing](https://help.jointimecloud.com/geofencing?hsLang=en) - [Human Resources](https://help.jointimecloud.com/human-resources?hsLang=en#main-content) - [Organisation View](https://help.jointimecloud.com/human-resources?hsLang=en#organisation-view) - [Integrations](https://help.jointimecloud.com/integrations?hsLang=en) - [Job Tracking](https://help.jointimecloud.com/job-tracking?hsLang=en) - [Leave Management](https://help.jointimecloud.com/leave-management?hsLang=en) - [Mobile App](https://help.jointimecloud.com/mobile-app?hsLang=en#main-content) - [Kiosk](https://help.jointimecloud.com/mobile-app?hsLang=en#kiosk) - [Mobile App](https://help.jointimecloud.com/mobile-app?hsLang=en#mobile-app) - [Payroll](https://help.jointimecloud.com/payroll?hsLang=en#main-content) - [Xero](https://help.jointimecloud.com/payroll?hsLang=en#xero) - [iPayroll](https://help.jointimecloud.com/payroll?hsLang=en#ipayroll) - [MYOB](https://help.jointimecloud.com/payroll?hsLang=en#myob) - [Smartly](https://help.jointimecloud.com/payroll?hsLang=en#smartly) - [Reporting](https://help.jointimecloud.com/reporting?hsLang=en) - [Roster](https://help.jointimecloud.com/roster?hsLang=en) - [Settings](https://help.jointimecloud.com/settings?hsLang=en) - [Shifts](https://help.jointimecloud.com/shifts?hsLang=en) - [Time Clock](https://help.jointimecloud.com/time-clock?hsLang=en) - [Dashboard](https://help.jointimecloud.com/dashboard?hsLang=en) Service Desk Copyright © 2025, Timecloud Ltd