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Edit digital forms

[For Admins & Managers] Learn how to adjust or copy existing forms.

Dominique M. avatar
Written by Dominique M.
Updated this week

Once a customizable form has been created, providers can continue to edit the form to update content, reorder sections or fields, update the access level, and duplicate the form.

This allows providers flexibility with their enrollment process as their needs change or expand.


Change the form title & description

  1. Log in on the web

  2. Click Paperwork on the sidebar menu > Forms & Requests

  3. Next to the desired form, select Actions > Form details

  4. Make updates, then hit Save


Reorder form sections & fields

To reorder the way sections or fields are listed on a form, you can use the numbered drop-down menu that appears for each section and/or field to change the order they are listed in:

  1. Log in on the web

  2. Click Paperwork on the sidebar menu > Forms & Requests

  3. Next to the desired form, select Actions > Edit details

  4. Use the numbers next to each field or section to reorder

  5. Click Save when finished


Duplicate a form

Create an exact copy of a form by duplicating it. This is helpful if you reuse the same form each year or if you wish to build off an existing form. Forms can be duplicated as many times as needed within a single program site.

  1. Log in on the web

  2. Click Paperwork on the sidebar menu > Forms & Requests

  3. Next to the desired form, select Actions > Duplicate Form


FAQs

Can you change the name of a form after it's already created?

Yes this can be done by going to Paperwork on the web and under Forms & Requests finding the form that needs to be changed. Next to the form click Actions > Form Details to then edit the form name and click Save to update it to the new name.

What if I need to edit a form I’ve already shared with parents?

You can easily edit and reorder sections within a form as mentioned above! Editing a form will not affect or change any historical submissions. After making edits, only new families that are sent these will receive the updates. If you made changes to a form after it has already been shared with a family, you can reshare the form. Check out our Sharing Forms help center resource to learn more about this!

Can I duplicate forms across multiple program sites?

While there is no direct way to copy, or duplicate a form across multiple locations, we recommend navigating to each location and recreating the form at each site you need them.


Learn more about Creating and Sharing Enrollment Forms!

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