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How do I manage the default fields in the document version form?

Lincoln avatar
Written by Lincoln
Updated over a month ago

Brief Description

Default fields ensure that certain essential information is consistently captured across all forms. Additionally, default fields save time for both form creators and users. There’s no need to repeatedly add basic fields, which speeds up form creation and completion.

Role

This article is relevant for Document Version Form admins.

Instructions

Go to Settings and click Document Version Forms.

Click Manage.

The Default Form form builder will appear. In this form builder, you can:

  • Add new fields

  • Edit existing fields

To proceed with the changes, click Publish.

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