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
Log in on the web
Click Paperwork on the sidebar menu > Forms & Requests
Next to the desired form, select Actions > Edit forms
Make updates, then hit Done
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:
Log in on the web
Click Paperwork on the sidebar menu > Forms & Requests
Next to the desired form, select Actions > Edit forms
Use the numbers next to each field or section to reorder
Click Done when finished
Duplicate a form
Providers can 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.
Log in on the web
Click Paperwork on the sidebar menu > Forms & Requests
Next to the desired form, select Actions > Duplicate Form
FAQs
Can you change the name of a form after it's already created?
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 > Edit form 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?
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?
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.