In this article, we’ll discuss editing forms and adding them to your website.
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Add a form to your website, or get a direct link
Once you're ready to collect signatures with your form, click Publish at the top. The form’s status will become active, but it won’t be available to your clients yet.
Publishing a form lets you generate a code snippet, or a direct link to your form.
Note: Once you publish the form, you become the form owner. All notifications of completed documents will be sent to your email. In case, the notifications should be sent to another user, they can become the form owner by duplicating or republishing it.
Next, click Get code to generate your form’s unique code snippet or direct link. You’ll see these two options, as well as a preview of your form — what it will look like once you’ve added it to your website.
Use the code snippet to add the form to your website. Alternatively, you can share the direct link with your customer.
Make sure the form’s status remains active — otherwise, your customers will be unable to fill it out.
Making edits to active forms
If you need to make a change to a form that’s published on your website and has Active status, you’ll need to first unpublish it. We recommend doing this outside your website’s busiest hours since your customers will be unable to fill out the form while it’s unpublished.
Access the form through your PandaDoc account, then click Unpublish.
Once the form has been unpublished, you can make your edits. If you created the form by uploading a .pdf or .docx file and you need to upload a new version, first delete the existing pages, then upload a new file.
Your next step is to drag and drop fields onto the body of the updated form. Make sure each field is assigned to corresponding primary and secondary recipients.
Once you’ve made your edits, publish your form once again.
You don’t need to re-add the form’s code to your website or resend the link to your customers — once they open your website or link, they’ll see the newly updated form.
Now that you’ve learned how to publish and edit active forms, let’s see what your customers’ experience looks like, and also what happens after they’ve filled out and signed your form.
Important note:
If you unpublish, edit, and again publish a form while someone is filling it out, they will complete the previous version of the form.