Requests and Request Templates can be edited based on your needs. Whether you're customizing a single Request or managing templates, we've got you covered.
Edit a Request Created from a Template
Customize a Request before sending it, without changing the original template.
Go to the Requests page.
Select +Request.
Choose a template to use.
Select the Send Icon.
Select Edit Request.
Make changes:
Edit question text.
Add or remove questions.
Delete sections or add new ones at the end.
Select Preview and Send.
Note: Moving questions between sections is not currently supported.
Edit a Request Template
Make permanent changes to an existing template or create a new one based on a system template.
Go to the Requests page.
Select +Request.
Choose a template to use.
Select the Edit Icon.
Make changes:
Edit question text.
Add, remove, or rearrange sections.
Add or remove questions.
Choose how to save:
Click Save Changes to update the existing template.
Click Save as new template to create a new version and keep the original unchanged.
Edit Responses on a Sent Request
Collaborate with clients by updating answers on their behalf after a Request has been sent.
Open the Request you want to edit.
Select Change Responses.
Update Yes/No questions, short answers, or upload files.
Select Save Responses.
Note: You can only edit responses. Questions cannot be changed or removed in a sent request.