Edit a web form

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Edit an existing web form

Web forms still in Draft status can be accessed on the Manage page by selecting the Web forms filter on the left rail.

  • Mouse over the web form to expose the Edit quick action.
  • Or select the web form record to expose the action panel on the right side of the window, and select the Edit Web Form action.
Access a Draft status web form

Draft web forms allow:

  • the Web Form Name to be edited
  • the email addresses of the counter-signers to be edited (enterprise accounts only)
  • the email addresses of the CC'd parties to be edited (enterprise accounts only)
  • the attached files to be edited
  • access to edit the fields on the web form

You cannot edit:

  • the group the web form is related to
  • the number of recipients, counter-signers, or CC'd parties
  • the participant roles
Edit options for a Draft web form

Edit the web form name or files, then select Next to open the authoring environment.

After adding your fields, Save the web form to activate it.

Escaping from the authoring environment saves the web form in Draft status.

Existing web forms can be modified at the document level.

The owner of the web form can update the following:

  • The attached files
    • The old file can be removed, and new files can be added
  • The fields on the attached files
    • Fields can be added or removed from the original files or any new files that are added
Values that can not be changed after the web form is generated are:
  • The group the web form is sent from
  • The web form name
  • The Participant Role
  • The counter signers
  • The CC'd parties
  • The Options
Notă:

The URL of the web form does not change when the web form is edited, so existing links continue to work with the updated content.

Edit the web form

To edit an existing web form:

  1. Navigate to the Manage tab.

  2. Select the Web forms filter.

  3. Select the web form you want to alter.

  4. Select the Edit button.

    Access a Draft status web form

  5. The configuration page loads, allowing you to add or remove files from the web form.

    Select Next when the files are correct.

    Enable

  6. The in-app authoring environment opens, showing the attached files, ready to accept field addition or manipulation.

    Existing fields from files that were already attached persist.

  7. Add or edit the fields as needed.

  8. When the field configuration is complete, select Update

    Update

    Notă:

    Updates to the live web form take place in real time.

    Once you select Update, the next signer to access your web form will have access to the new files and fields.

Notă:

If the creator of the web form has been added to the web form counter-signers, that user may not be edited.

Counter-signer and CC email values can be edited once the web form is Active.

  • Draft and Disabled status web forms don't allow editing these values.
  • Only the email value can be edited. The number of counter-signers and CC'd parties can not be altered.

To edit the counter-signer or CC'd email:

  1. Navigate to the Manage page and select the Web forms filter in the left rail.

  2. Select the web form to be altered.

  3. Mouse over the counter-signer or CC'd party to open a pop-out balloon with the Replace Counter Signer button.

    Select Replace Counter Signer.

    The Manage page showing a web form counter-signer menu with the Replace Counter Signer button highlighted.

  4. Enter the new email address and select Replace.

    Mouse over the counter-signer

  5. A success message displays when the new value is accepted.

Private messages for the counter-signer can be edited when the web form is in the Draft, Disabled, or Active status.

Notă:

A private message must be configured when the web form is initially published to edit the message. If no private message is defined, the link to edit the private message will not be visible.
A private message may not be added later if one isn't defined when the web form is created.

  1. Navigate to the Manage page and select the Web forms filter in the left rail.

  2. Select the web form to be altered. This opens the context menu to the right of the web form list.

  3. Mouse over the counter-signer to open a pop-out balloon with the counter-signer's information. 

    Select the Edit link under the Private Message text.

    The Manage page with a web form selected and the the counter-signature's private message information highlighted

  4. Enter the text for the personal message and select Save when done.

    Mouse over the counter-signer

  5. A success message displays when the new value is accepted.

Recipient authentication methods can be edited for any recipient when the web form is in the Draft, Disabled, or Active status.

  1. Navigate to the Manage page and select the Web forms filter in the left rail.

  2. Select the web form to be altered. This opens the context menu to the right of the web form list.

  3. Mouse over the recipient to open a pop-out balloon with the counter-signer's information. 

    Select the Edit link next to the Authentication method.

    The Manage page with a web form selected and the the recipient's authentication information highlighted

  4. Select the new authentication method and select Confirm when done.

    The counter-signers authentication options
    Only authentication methods that are enabled are displayed.

    Notă:

    If Password is the current authentication method, select Change current password to set a new password value.
    This is useful if the current password has been lost.

  5. A success message displays when the new value is accepted, and the Activity log is updated with the change.

    The Activity log showing the update to the authentication method.

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