Editing an Existing Form

You can search for an existing form in our eForm library by typing in the search bar. You can also search for forms created by other sites by using our "View Shared Forms" feature. eForms from our library, as well as shared forms, are fully customizable.

Once you have identified the form that you wish to modify, click on the form name to open the form options. If you have selected a form from the shared library, you will need to import it into your own library first by clicking the "Import" button.

Once the form has been added to your eForm library, you can search for it using the search bar, click on the form name, and select Edit. 

Click Customize Form and I Agree to agree to the Ocean License terms. You can now start editing the form. 

 

Learn More 

1. Getting Started with eForms 8. Multi-Page eForms
2. Creating a New Form & Understanding Form Structure 9. Action Menu - eForm Properties
3. General Tab - Adding eForm Items & Item Types 10. Action Menu - eForm Actions
4. Menu Choice Tab - Editing Menu Choices 12. Helpful eForm & Note Formatting Tips
5. Note Formatting Tab - Note Formatting for Items 13. Formatting Clinical Notes that Appear with Completed eForms or Sections
6. Scripting and More Tab - The Basics 14. Using Keywords to Automatically Insert Content
7. Adding a Section - Overview  

 

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