Replace a form's PDF with a new version

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

If you don't see this

• It needs the Add School Forms permission. A director grants it under Manage School → Staff → Permissions.

Replace PDF swaps the document behind a form without starting over. Anyone who has not signed yet will sign the new version.

Before you start

• Finish Open School Forms first.

Steps

1. Open Account → School Forms.
2. Tap ⋮ on the form, then Replace PDF.

   Screenshot coming soon01 · /account

   Replace PDF in the row menu

3. Choose the new PDF.
4. The Form editor opens with your existing fields on the new pages. Check each field still lines up, and move any that shifted.
5. Tap Save.
6. The Form replaced dialog says how many open requests were moved to the new document.

Tips

• Forms already signed keep the version the signer saw.

Troubleshooting

• "Some fields were removed." The new PDF has fewer pages, and fields that sat on the missing pages were dropped. Place them again on the new pages.