To make any changes to the fields or to remove any fields in the existing form please follow the below steps.

  1. Go to Intake Forms, select the intake form you want to edit.
  2. Click Operations Menu.
  3. Click Edit.
  4. If you want to edit the field in an existing intake form, click Edit (pencil) button.
  5. If you want to remove the field in an existing intake form, click X button.

  6. Once your editings are done click Save.

NOTE: Any field once removed/deleted are permanent. Your data cannot be recovered. Please exercise precaution before deleting. This doesn't impact the already submitted forms by the clients and impacts only future form submissions.


Related Articles:
Intake forms overview
Create custom intake form
Share intake forms to your contacts
Field types
Store completed intake form submissions
Link intake submission to a contact
Delete intake submission


About LawGro:

LawGro is a cloud based online law firm practice management software - it enables lawyers to increase client happiness and grow law firm business.

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