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How do I edit a form that has already been submitted?

This article will summarize how to make changes to a completed form directly within the admin dashboard and how to track those changes over time.

 

Warning: Once a form is signed and submitted, it is considered a legal document. To maintain data integrity and compliance, all changes must be made directly within the platform using the official edit tool.

Overview & Explanation

If you realize a mistake was made on a form that has already been turned in, you can still make corrections. However, these edits must be done through the Edit Submission feature to ensure a clear history of the change is maintained.

This means that once a document is generated within the platform, it cannot be edited using third-party PDF software or outside tools. Maintaining this "single source of truth" ensures that every change is captured within the system's internal Version History, providing you with a reliable, tamper-proof audit trail that holds up under scrutiny. If a correction is needed, it must be performed using the built-in Edit Submission tool to preserve the document's digital signature and validity.

How It Works (Step-by-Step)

  1. Go to the All Forms Page: Log in to your admin dashboard and select the All Forms tab.

  2. Select Your Form: Find and click on the specific form you want to edit from the list.

  3. Click the Actions Button: Once on the Form Details page, locate and click the Actions button (as shown in Screenshot 1).

  4. Select Edit Submission: Choose Edit Submission from the dropdown menu (referenced in Screenshot 2).

  5. Make Your Edits: Update the necessary information or fix any errors in the form fields.

  6. Push Save: Click the Save button to finalize your changes.

  7. Review the History: To see exactly what was changed, you can use Version History (as seen in Screenshot 3) to compare the different versions of the form as they were edited.

Use Cases and Benefits

  • Correcting Errors: Quickly fix a typo or an incorrect date without having to delete the entire form.

  • Version Comparison: Use the Version History tool to see side-by-side changes, which is helpful for audits or tracking updates over time.

  • Improving Submission Rates: If workers often forget to fill out forms, you can use Scheduled Forms to send automated reminders. This reduces the need for manual edits later by ensuring forms are filled out on the correct day.

  • Legal Security: By editing within the system, you ensure the document remains a valid legal record.