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How To Manage Your Form Library

A guide on how publish drafts, archive forms and manage your library

Alex avatar
Written by Alex
Updated over a month ago

Your form library displays all forms created within your organization that are in a published, draft or archived status and the count submissions received by template.

View Form Submissions

Form submissions that are in a published status are available to receive submissions. To view these submissions, navigate to the template and click on the row to be taken to the form submissions view.

Filter & Search For Templates

Form templates can be filtered by the status of Published, Draft, Archived or All by clicking on the top options. Form templates can also be searched by Form ID or Title.

Form templates can be sorted by Form ID, Date, Title by selecting the column header to change the sorting by ascending or descending.

Form Template Actions

From the actions menu item, you can take the following actions:

  • Edit: Takes you to the form builder to adjust questions in the templat

  • Duplicate: Creates a draft duplicate of the template

  • Archive, Activate or Publish: Changes the status of the template

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