Forms management

In the Forms section, you manage all forms created by your organization, along with their status and settings.

To access form management, select Forms from the main menu.

Managing  forms

-View the list where you can see the form name, status (Published / Draft), folder, and internal description.

- Search for a specific form by entering a keyword into the search field and pressing Enter or clicking Search.

- Filter the view using the filters:

• Folder: Filter forms by the Visma Sign archive folder.
• Form language: Filter by the language used to fill in the form.
• Form status: Show only published forms or drafts.
• Sort: Sort the list by creation date or name, for example.
  
  

- Click the three-dot menu on a form card to open quick actions:

• Copy form: Create a new draft based on the form. Copying clears the published status, folder assignment, responsible person's email, result email, webhook URL, and logo, but retains attached files.
• Share as template: Create a template link from a published form, allowing any user in the system to create their own copy without personal or system context data.
• Delete form: Permanently delete the form and all its form entry data from the system. Confirm deletion in the pop-up window.
  
  

- On the form card, you will also find two other options:

• Copy link: Copy the fill-in link of a published form to the clipboard.
• Edit: Open the form in edit mode.

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