All created forms are located in the General Folder under the Forms portal. Forms can be moved to another folder or even renamed.
To rename a Form:
- From the Home page, go to the “Forms” Tab
- Locate the form name that requires editing
- Click the blue dropdown button located next to the client’s name
- Select “Rename” from the dropdown list
- Enter the updated information and click “Update”.
*Notice: Renaming a Form’s Name will only change the name in your ClientSide portal, if a Form has been sent out the request must be withdrawn to change the document’s name.*