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How to update a form template

#EN #iPad #Windows #Dropbox #Form #EditorMode

Updated over 2 years ago
  • On the workspace, tap on the card with the « + »;

  • Tap on the button with the cloud icon;

  • Tap on Update existing;

  • Select the form within the list of your current forms available in Paperless you want to update;

  • Tap on Edit;

  • Select the Excel file (.xlsx) you wish to update within the list;

  • Verify that everything on the shown form is correct;

  • Tap on the floppy disk icon to save it and send it in production;

The newest version of your form will be available within the list of forms ready for production (in the "+" card) and you will be able to open it and fill it if needed.
The scheduled forms (tasks) will be updated with their newest version at the next occurrence.

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