I need to make a change to the firm template, but it's already published, can this be done?

  1. Click “Form Creation” tab, along the top navigation
  2. Locate the Firm Template you want to alter
  3. Under the “details” column, click on the “i”. This will bring up “Template Details”. Click the “Edit” button.
  4. Click on “Template Info” tab at top of page.
  5. This will bring up “Form Details”. Click on “Unpublish”
  6. Make your changes.
  7. Click the “Save to Web Forms” tab at the top of the page.
  8. Click the “Template Info” tab at top left of page and click “Publish”. “

Note: any forms previously created using the firm template will not be updated, only forms created after the change will be affected.