How can I add/edit the title for my custom form?
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Monday, October 19, 2015
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With your Client Relationship Builder, you have the option to edit your form title which serves as the header text your clients will see when accessing your form. To start, choose the Forms icon in your control panel.

Click on the option for Form Editor and choose your selected form by clicking on the form name.

 

The title of your form can be found under the green autosave button at the top of the page.

To edit the name of the form, you can click on the existing text and rename the form.

You can choose the enter button on your keyboard or simply click off this text area to save your changes.

Tags: Forms
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