Brief Introduction
Adding relevant fields to a document version form allows for the collection of specific and relevant information, ensuring that the form gathers all necessary data for its intended purpose.
Role
This article is relevant for Document Version Form admins.
Instructions
Go to Settings and click Document Version Forms.
You can either:
Create a new form by clicking + New Form.
Edit an existing form by hovering a form and click Edit.
Form Builder will appear. To add a field, click + Add new field.
A new field will be added. Fill in the following:
Label
Format
Advanced Setup
Help Text (optional)
Default Value (optional)
Alternatively, admins can select fields from the Field Library (on the left-hand side panel) to add them into the form. Admins can reuse 1 kind of field across different forms. By reusing Field Library fields whenever applicable, we reduce the number of multiple fields being created for every new form even if they already exist in the library.
You can also preview the field by clicking Test.
To proceed with the changes, click Save on each field. Then click Publish.
Note: All fields added will automatically be stored in the Field Library as well. Field library will serve as a "library" for admins to create and manage field configs and track where and how the fields are used.