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How do I edit a document version form?

Lincoln avatar
Written by Lincoln
Updated over a month ago

Brief Description

Document Version Form admins are allowed to modify a form to ensure it aligns with the business requirements.

Role

This article is relevant for Document Version Form admins.

Instructions

Go to Settings and click Document Version Forms.

Hover over a form and click Edit.

Form Builder will appear. You can do the following:

  • Edit or add fields

  • Edit or add logic

To proceed with the changes, click Proceed.

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