Edit Form Template

1. Start at https://hello.dubsado.com/dashboard

2. Click on "Templates"

   

3. Click on the link "Forms"

   

4. Click on "*Cait Potter's Design Proof"

   

5. Make your desired form changes.

   

6. Click on this button and select "Save and Close"

   

7. Done! Now in any TEMPLATE that this form was used (in workflows and attached to schedulers) will be updated automatically.

Note! updating your template will NOT update any projects where the form was previously applied. It will only apply your updates moving FORWARD. That means if you've already applied the template to a project, you'll have to go manually update the form.