Forms - Edit a Smart Form

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Forms - Edit a Smart Form

OVERVIEW

Smart forms are a great way to digitise your internal forms, such as formal reviews, bringing the ability to allocate and capture required signatures from learners, employers and relevant external bodies.

PREPARATION

Using two screens can benefit the creation of forms, allowing you to view two documents at the same time

USER RESTRICTIONS

Master admin - only

DETAILS

  1. Click Admin tab from the grey navigation bar.
  2. Select Forms option
Do not select the Forms option displayed on the grey ribbon
  1. Select Edit Existing Form.
  1. Click the green icon which opens the form that requires changes or amendments. Automatic rename of the form will take place.
Remember to archive the old version by clicking archive.


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