HydiHelp
Forms

Publish a form

Admins onlyGrowth and above

Make a draft form available to attach to client tasks.

Where:SidebarForm Library

  1. Select Form Library in the sidebar.
  2. Select the Draft tab, which shows a count after its name.
  3. Select Publish beside the form.
  4. In Publish Form?, select Publish.
Good to know
  • Only published forms appear when you attach a form to a task.
  • Later edits only affect tasks you attach the form to afterwards, and tasks that already have it keep their version.
  • Only a draft can be published, so use Restore for an archived form.

Related

  • Attach a form to a taskGive a client a published form to fill in as part of a task.
  • Preview a formCheck how your form looks and reads before you publish it.
  • Edit a formChange a form's name, description, pages or fields, including a form that is already published.

Add pages, sections and fields

Lay out a form with pages, sections and the questions your client will answer.

Send a form to a client to sign

Give a client a form to fill in and sign, from choosing the form to sending the task.