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Edit Form Information for Multiple Users

 

If you would like to edit the information on a specific form for multiple users, the best way to do this is to go to select the users whose form you want to update, and then click “view forms” to select the one you want to edit.

 

Below we’ve outlined the steps you need to take to select and edit the forms of multiple users.

 

To begin, make sure you are in the User Management interface by selecting the “Users” tab located to the right of the Regpack logo.

 

 

Select the users you want to make changes for. You can simply select all, or run a filter to find a specific group of users. You can filter on any data point in your system.

 

Once you do this, you can click the “View Forms” button on the upper right, above your users list.

 

 

You can also view forms for a user or multiple users by clicking the “Tools” drop-down directly above your list of users and click “View Forms” in the upper right corner of the box.

 

view form

 

After clicking “View Forms”, you will see a list of all of the forms in your project. Find the form you would like to edit. Once you do this, click the blue “View” button next to that form.

 

 

Click “Edit” to unlock the form for editing. You can also just click your mouse directly in the field you want to edit and that will enable editing mode.

 

edit form information

 

The name of the user is located on the top left of the form so you know whose form you are currently viewing and editing.

 

Click “Save” on the upper left of the form to save any changes you made.

 

Click the “Next” button on the upper right of the user’s form to move on to the next user and edit their form.