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How to Rename a Form

Learn how to rename a form in Smarter Drafter Pro.

Renaming a form helps you keep your forms organised and ensures they follow your organisation's naming conventions. This article shows you how to rename a form in the system.

Instructions

1. Open Form Settings


    Go to Forms and select the form you want to edit.

    1. Go to Forms and find the form you want to rename.
    2. Click on the form to open it.
    3. Edit the Form Name
    4. Click on the Settings tab.
    5. In the Name field, enter the new name for the form.
    6. Save the Changes

    Common Issues & Solutions

    • Issue: You cannot access the Settings tab.

    • Solution: Ensure you are viewing the unversioned or published version of the form, as settings are not available for draft versions.