Forms

A list of all active forms in your district may be found by visiting Settings > Form Settings.

Deleting/deactivating forms link

Deleting a form:

• Will remove the form from the dropdown of forms that may be created
• Will remove the form from any filter buttons (you will no longer be able to filter a list by the given form)
• Will NOT delete any documents originally created with the form

1. Visit Settings > Form Settings.
2. Check the form(s) you wish to delete/deactivate.
3. Click the button Actions > Delete.
4. The form will no longer appear in the list.

Undeleting/reactivating forms link

1. Visit Settings (left menu) > Form Settings.
2. Check the deleted checkbox in the gray bar. Click the Search button.
3. Check the form(s) you wish to undelete/reactivate.
4. Click the button Actions > Undelete.
5. Remove the check from the deleted checkbox. Click the Search button again.
6. The form will now appear in the active forms list.

Copy to a new document link

Admin users can control (on a per form basis) which users, if any, may copy an existing document to create a new document for a student.

For form types that have the Allow copy to new document feature enabled, admins may select whether all users, admin users, or no users can copy the form type to create a new document.

1. Visit Settings > Form Settings.
2. Select the form type you would like to update.
3. In the Allow copy to new document field, select which users should have have access to copy the form type to a new document.
4. Save your changes.