How-To: Manage All of Your Forms from the Forms Page

[#1]

Summary

How to manage all of your forms from the forms page?

Solution

You can manage all of your forms from the forms page, including Published, Drafts, Archived, Rejected, Approved, and Closed. Navigate to the Forms section within the top menu.

Note:

• Depending on your account type, the top menu may look different. However, regardless of your license tier, you should be able to find the forms menu.

There are four different tabs on the Forms page summarized below:

 

My Forms

You will find any of the forms you have created in the forms tab, including draft, published, closed and archived forms. 

Shared With Me

You will find any of the forms created by other users that have shared access to the form with you.  If you are an Admin or Principal, you will have access all forms created by other users at your school.

Staff Form Library

You will be able to access any staff form that the school or district has chosen to share with you. By accessing one of these forms, you will be able to fill out a response. 

Process in Progress

If your organization has the “Processes” feature enabled, any of the processes you create will be listed in the “Process in Progress” tab. From here, you can monitor all forms’ status in your process, send reminder notifications to outstanding approvals and access the Form Manager screen for forms that will collect responses.

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[#2]

Summary

How to manage all of your forms from the forms page?

Solution

You can manage all of your forms from the forms page, including Published, Drafts, Archived, Rejected, Approved, and Closed. Navigate to the Forms section within the top menu.

Note:

• Depending on your account type, the top menu may look different. However, regardless of your license tier, you should be able to find the forms menu.

There are four different tabs on the Forms page summarized below:

 

My Forms

You will find any of the forms you have created in the forms tab, including draft, published, closed and archived forms. 

Shared With Me

You will find any of the forms created by other users that have shared access to the form with you.  If you are an Admin or Principal, you will have access all forms created by other users at your school.

Staff Form Library

You will be able to access any staff form that the school or district has chosen to share with you. By accessing one of these forms, you will be able to fill out a response. 

Process in Progress

If your organization has the “Processes” feature enabled, any of the processes you create will be listed in the “Process in Progress” tab. From here, you can monitor all forms’ status in your process, send reminder notifications to outstanding approvals and access the Form Manager screen for forms that will collect responses.

Was this Article Helpful?

• Kudo this article if you found it helpful. It will help others find this resource.
• Comment directly on this article to request clarification or share feedback about the content of the article.
• Use the product-specific forum for questions not directly related to this article.

[#3]

Summary

How to manage all of your forms from the forms page?

Solution

You can manage all of your forms from the forms page, including Published, Drafts, Archived, Rejected, Approved, and Closed. Navigate to the Forms section within the top menu.

Note:

• Depending on your account type, the top menu may look different. However, regardless of your license tier, you should be able to find the forms menu.

There are four different tabs on the Forms page summarized below:

 

My Forms

You will find any of the forms you have created in the forms tab, including draft, published, closed and archived forms. 

Shared With Me

You will find any of the forms created by other users that have shared access to the form with you.  If you are an Admin or Principal, you will have access all forms created by other users at your school.

Staff Form Library

You will be able to access any staff form that the school or district has chosen to share with you. By accessing one of these forms, you will be able to fill out a response. 

Process in Progress

If your organization has the “Processes” feature enabled, any of the processes you create will be listed in the “Process in Progress” tab. From here, you can monitor all forms’ status in your process, send reminder notifications to outstanding approvals and access the Form Manager screen for forms that will collect responses.

Was this Article Helpful?

• Kudo this article if you found it helpful. It will help others find this resource.
• Comment directly on this article to request clarification or share feedback about the content of the article.
• Use the product-specific forum for questions not directly related to this article.