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Manage Form Templates

Form subscriptions include pre-made form templates and custom-built Flex forms. To access these forms, they must be synced with your system.

The user who first syncs a form will be the form’s owner. Re-syncing the form does not change the form’s owner.

Re-syncing a form overwrites any previous edits made to a form. You should not have to re-sync a form unless prompted by your implementation specialist or support agent.  

  1. From the Start Page, choose System Management, Forms, then Manage Form Templates.
  2. Review available form templates in the Sync Form Templates section.
  3. Select the form templates you want to sync down.
  4. Click Synchronize Form Templates.
  5. Click Sync.
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