How do I edit a form?

To edit a form in Practical Guidance, follow the steps below.

  1. Open the form you want to edit.
    Note: For more information on opening forms, see the topic How do I open a form.
  2. For the field you want to edit, select Edit field. The Edit Field pop-up appears.
  3. In the pop-up field, type the desired text.
  4. Select the Apply button. The Edit Field dialog box disappears, returning you to the form. The value you typed should now appear in the field.
  5. Repeat steps 2 through 4 for any other fields you want to edit.
  6. Download the edited form or save it to a folder under Folders.
    Note: For more information, see the following topics:

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