How To: Access Forms Library for Sample Forms

Accessing the Sample Forms in your Forms Library

Step 1:

In the Updox Inbox, go to Menu - Forms Library.

Step 2:

Click on ‘Browse Updox Sample Forms’

Step 3:  

To view the sample forms, click on the title under ‘Available Forms’.  This will allow a preview of the form that will be added to your Updox account.  Click ‘Copy Form’ to add the sample form to your account’s Form Library.

Tip:  You may have to scroll down in the form preview to see the ‘Copy Form’ button.

Step 4:

To make edits to the sample form, go to Menu - Admin - Forms Manager.  Here you can access your new sample form, make any edits to form title, fields or layout needed, then click ‘Save’.