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Open School Forms

  • Director
  • Admin
  • Needs: Add School Forms
  • Phone
  • Desktop
  • Draft

School Forms is where you build and manage every PDF form your school sends out: policy books, permission slips, and staff forms.

Steps​

  1. Open Account (on the sidebar, or the account icon at the top right on a phone).
  2. Under My School, tap School Forms.
    Account with the School Forms row under My School
  3. The Forms screen lists your active forms. Each row shows the form name, how many fields it has, and the date it was created. Staff forms carry a Staff badge.
    The Forms list with the Add form button
  4. Tap a row to open it in the form editor, or tap the ⋮ menu on the row for more actions: Edit, Assign to children (or Assign to staff), View signatures, Copy form…, Replace PDF, and Delete.

Tips​

  • Use Search forms at the top of the list to filter by name.
  • The ⋮ menu at the top right of the screen has View disabled, which lists forms you deleted so you can restore them.
  • Copy form… only appears if you work at more than one school.

Troubleshooting​

  • There is no School Forms row in Account. Your account needs the Add School Forms permission. Teachers cannot be given it.
  • The list says "No forms yet". Tap Add form to upload your first PDF. See Add a policy book.