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

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:

• 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.

  

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

  

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