How to Edit an Existing Form

Overview 

You may need to make changes to the forms that you build. Whether it's a large change or a simple spelling adjustment, you'll follow these instructions. And the best part is that regardless of the changes you make to the form, the URL will stay exactly the same. This means if you have sent the form link to your referral sources or embedded it into your website, you'll not need to update that link after you make changes. 

Watch the Video Here

How to Edit an Existing Form

• Navigate to the Form Feature on the left hand side of the screen 

• Click the blue Edit button to the right of the form you want to change

• Click Update in the bottom left once you're done making changes

If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639