This guide explains how Module Administrators can edit, delete, and manage Matter intake forms.
Editing or deleting Matter intake forms
You can edit the content of a Matter intake form or change its public link.
Edit a Matter intake form
Go to [Module settings] > [Matter Management] > [Intake forms].
Hover over the form you want to edit and click [Edit].
Make your changes to the form, then click [Publish changes].
Your updates will now be live on the form.
Delete a Matter intake Form
Hover over the form you want to delete, click [...], and select [Delete].
Review the confirmation message, and then click [Delete].
The form will be deleted.
Change sharing settings
Hover over the form whose sharing settings you want to change and click [Edit].
In the top-right corner of the screen, click [Change access level].
Select the desired sharing settings and click [Save].
Change or disable the Public link
Change the Public link
Hover over the form whose public link you want to change, click [...], and then select [Edit public link].
Review the confirmation message, and click [Change].
A new public link for the form will be generated and displayed. Copy the link if needed.
Disable the Public link
Hover over the form you want to disable, click [...], and then select [Disable].
Review the confirmation message, and click [Disable].
The form will no longer be publicly accessible.
Note: To republish a form that has been disabled, follow the steps in "Edit a Matter intake form."