Form Settings Tab
How to edit key aspects of your smart form collection after you create it
Allie Melhem avatar
Written by Allie Melhem
Updated over a week ago

When you create a smart form collection, you choose which smart forms to include, which contacts you want to list as the petitioner/beneficiary, and more.

After you create the smart form collection, you may want to edit this information.

To do so, head to the "Settings" tab in the grey menu bar located beneath the "Forms" tab. There, you can add/remove any smart forms, choose the petitioner/beneficiary for any new or existing forms, and make other edits.

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