Forms Manager (Legacy)

You can copy an existing form to quickly create a new one with similar settings.

1. Select a form from the list.

2. From Actions, select Save a Copy.

Note: This option is only available for Single and Stage 1 Application forms.

1. Select a form from the list.

2. From Actions, select View URL.

Then:

• Select the URL link to go directly to the form and begin an application.

or

• Select Copy to Clipboard to copy the link for use in another location such as a company web page or document.

1. Select an active form from the list.

2. From Actions, select Deactivate.

1. Select an inactive form from the list.

2. From Actions, select Activate.

3. Select OK.

1. Select an inactive form from the list.

2. From Actions, select Delete.

1. Select an archived form from the list.

2. From Actions, select Restore.

1. From Actions, select Export.

2. Enter a title for the spreadsheet.

3. Select whether to include the column headings from the list in the Excel file.

4. To export the data as plain text, select Export values without formatting.

5. Choose which types of forms to include in the export.

6. Select OK. The export automatically saves to an Excel file in your Downloads folder.

Use the Account designer to choose the default settings and design for the Grant Request Login page, My Account page, and any new forms. For more information, see Account designer.

Note: Design options selected in individual forms take precedence over the default settings in the Account designer.

Use this option to the view the URL for your My Account page.

If you are using Multi-SIDs, you are prompted to select a Site ID before displaying the URL.

You may select the URL link to go directly to the login page, or choose Copy to Clipboard to copy the link for use in another location such as a company web page or document.