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Edit digital forms

[For Admins & Managers] Learn how change form titles, welcome messages, due dates, and more.

Sabrina avatar
Written by Sabrina
Updated this week

Once a form has been created, providers can continue to make edits to the following form elements:

  • Fields

  • Titles & descriptions

  • Instructions & welcome message to guardians

  • Section & question order

  • Due dates

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


Change form settings: title, description, welcome message & due dates

Within form Settings, you will be able to change the forms' title, description, welcome message, and due date. Once saved, these changes will reflect on new and previously shared forms.

  1. Log in on the web

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

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

  4. Tap Settings at the top to make changes

Note: Expiration dates cannot be added or edited after a form is shared with families. If you need to update this value after the form has been shared, duplicate the form to create a copy with a different expiration date.


Edit form content

If you edit form sections or fields, changes won’t affect past submissions. Only newly shared forms will reflect updates. If you made changes to a form after it has already been shared with a family, you can reshare the form.

Reorder sections and fields

To reorder how sections or fields appear on a form, you can use the numbered drop-down menu:

  1. Log in on the web

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

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

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

  5. Click Done when finished

Add, edit or remove fields and questions

Take the steps below to change fields and questions on your form.

  1. Log in on the web

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

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

  4. Locate the applicable steps below, clicking Done when finished

Note: To edit Fillable Documents, simple click the field you wish to edit and make adjustments in the editing modal.

Edit section and field titles

Once in the editing modal, tap Edit to adjust the section title and the pencil icon to edit fields.

Add new sections and fields

Once in the editing modal, click Create new field or + Add section.

Remove fields

Once in the editing modal, tap the trashcan icon to delete a section or field.


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. Next to the form click Actions > Edit form, then tap Settings at the top of the page to save a new title.

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

If you edit form sections or fields, those changes will not apply to past submissions or forms that have already been shared. To make these updates visible to current families, you’ll need to share a new copy of the edited form.

Edits to a form’s title, description, welcome message, or due dates will automatically update across all submissions and shared forms, including historical ones.


Learn more about Creating and Sharing Enrollment Forms!

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