Preparing a Form for next year

< Back to Managing Forms

Overview

This section outlines some of the basic steps to prepare for next year forms.

Topics

Copy Forms

• Go to the “Form Management” page.

• Search for the form you want to copy to next year.

• Select the icon to copy your form.

• Enter the New name for the form.

  • Remember names must be unique

• Press the blue pencil to edit the form.

Modify Form

There are a few places almost any copied form will need adjusting.

Select “Settings”.

• Adjust the Form Year

• Check the Form Assignment Setting to ensure it is still correct

• Check Pdf Setup and adjust the Pdf Title

• Run through the form and update any date specific and make any additional adjustments.