This section details the actions you can do in Document Request Form:

These are the actions you can do with a document request form based on their status:

• Active Document Request Form
  • Edit: Allows you to edit the document request form and change the contents
  • Preview: Shows a preview for your document request form that recipients will see.
  • Duplicate: Duplicates the document request form, and you can edit it and change the settings.
  • Copy Public URL: Copies the link to your published document request form to be answered by recipients.
  • Archive: Archives your document request form and makes it inactive.
  • View Applications: Opens a page to show all applications to that specific document request form.

• Published Document Request Form
  • Edit: Allows you to edit the document request form and change the contents
  • Preview: Shows a preview for your document request form that recipients will see.
  • Duplicate: Duplicates the document request form, and you can edit it and change the settings.
  • Copy Public URL: Copies the link to your published document request form to be answered by recipients.
  • Archive: Archives your document request form and makes it inactive.
  • View Applications: Opens a page to show all applications to that specific document request form.

• In Progress Document Request Form
  • Edit: Allows you to edit the document request form and change the contents
  • Preview: Shows a preview for your document request form that recipients will see.
  • Duplicate: Duplicates the document request form, and you can edit it and change the settings.
  • Delete: Permanently removes the in-progress document request form from your account.
  • Published: Finalizes the document request form, making it active and ready to be sent out or accessed by recipients.

• Archived Document Request Form
  • Preview: Shows a preview for your document request form that recipients will see.
  • Duplicate: Duplicates the document request form, and you can edit it and change the settings.
  • Unarchived: Restores the document request form back to your active list, allowing it to be edited, sent, or managed again.