When you fill out new Forms or manage your existing Forms on your computer you'll use the Web Form Editor.

Access the web app and navigate to the Forms tab. On the Forms tab, a table displays the Forms to which you have access.

An icon indicating a Form’s status appears to the left of the Form’s name.

Open an existing Form - or create a new Form - to access the Web Form Editor. The actions available to you in the Web Form Editor depend on your assigned permissions, and a Form’s current status.

When opened in the Web Form Editor, your Form displays in either Edit or View mode based on their status.

Create and fill out new Forms or resume drafted Forms in the Web Form Editor’s Edit mode.

Edit mode displays drafted Forms for which you can enter information. When you create a new Form on the web app, you’ll fill it out in the Web Form Editor.

Click through a Form’s fields and provide the necessary information to fill out a Form. Click Save to create a draft version of your Form, or click Complete to submit the Form.

A Form’s basic information - like its name and when it was last updated - appear in the upper left-hand corner of the Web Form Editor. Click the pencil icon to change your Form’s name.

Open the Form Actions menu to transfer, tag, or open a PDF version of your Form. If available, you can also switch between views.

Forms may display in either Form View or List View. Click the Switch to . . . to access your alternative layout option. The option displayed in the Form Actions menu depends on your currently opened view.

Select Open PDF to move your Form, in its current state, to drafted status and access a matching PDF version. You can then manage your PDF as needed. Access the drafted version of your Form in the Forms tab.

Create a shareable link to an online-fillable version of your Form when you click Create Public Form.

Transfer provides the user or Group you select with ownership of the Form in its current state. This provides the selected users with access to the Form.

Tag your Forms to organize them based on your organizations preferred classifications.

Manage any completed Forms in View mode.

Completed Forms display in View mode. In View mode you can switch Form views, tag Forms, and open Form PDFs just like in Edit mode.

But, you can also reopen, duplicate, or delete a Form. You can also create an online-shareable link to fill out the Form, and access the Form’s history and Workflow jobs.

If you want to transfer a completed Form, you’ll need to reopen the Form to change its status from completed to drafted. When you click Reopen, you’ll view the Form in Edit mode.

With a drafted Form reopened, you’ll find the Template Version option. Here - if you have the necessary permissions - you can change your Form’s source Template.

Track Form reopens in your Form’s History along with other notable changes like Form creations, completions, and transfers.

Delete the individual Form if necessary, but be aware that you cannot restore deleted Forms.

Edit and View modes offer the same navigation experience. You’ll find the navigation bar at the bottom of the Web Form Editor.

With the navigation bar you’ll move through your Form’s pages and resize your view.

Your current page, and total number of pages in your document display on the bar’s left side. Scroll through your Form, or click through its pages using the navigation bar’s up and down arrows.

Click the upward facing arrow icon to the right of the up and down arrows to navigate automatically to the beginning of your Form.

Zoom out and in using the minus and plus symbols.

Resize your view to display a full page when you click Fit to Page. If you want to view an entire page at once to make sure you didn’t miss anything, this view provides your solution.

Alternatively, click Fit to Width to fit your page’s width to fill your browser. Many users leverage this view when filling out a Form.