Manage Form Library
Filter, preview, duplicate, update, archive, or restore forms.
Manage the form library when you need to review existing forms or maintain reusable paperwork.
Who does this: Clinic administrators.
Steps
Open Settings.
Open Templates.
Select Forms.
Use Status to filter by All, Active, Draft, or Archived.
Use Type to filter by All, System default, or Custom.
Open a form row or its actions menu.
Use the row's three-dot menu for Edit, Preview, Duplicate, Update system fields, Archive, Restore, or Delete, when available. Details use action icons with tooltips; previews use the three-dot menu.
The form library reflects the selected action.
Common pitfall: Saving edits to an archived form leaves it archived. Use Restore to make it active again.
Troubleshooting
A form is missing. Check the Archived status filter.
A system default has an update. Use Update system fields from the list or preview's three-dot menu, or the matching action icon on details.
Related
- Before this: Create and Publish Forms
- After this: Create Intake Packets
- Instead: Create Consent Templates
Need help? Contact your administrator or reach out to support.