Prefilled Forms Overview

The Prefilled Forms page provides the ability to manage Mapped Forms and Merge Forms.

Navigating to Prefilled Forms

From the menu, expand Settings and click Prefilled Forms.

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On the prefilled forms page, you will have two tabs: 

  • Mapped Forms - Forms that have been added to your account.
  • Merge Fields - A list of fields that can be used when creating a merge form.

Mapped Forms Tab

The mapped forms tab lists all forms that have been added to your account. The tab will show columns for:

  • Form Name
  • Type - Type of form.
  • Description - Short description of the form.
  • FileName - Name of the file that was uploaded.
  • Active

The Actions drop-down menu offers the following actions:

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  • Create New Mapped Form
  • Create New Merge Form
  • Delete Selected Record(s)

Creating a Mapped/Merge Form

For more information on creating a mapped form, you can refer to the following article.

For more information on creating a merge form, you can refer to the following article.

Deleting a Prefilled Form

  • Use the check box towards the right-hand side of the prefilled form(s) populating your prefilled form list.

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  • Use the Actions drop-down menu and click Delete Selected Records.

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  • Confirm the deletion of the prefilled form(s).

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