Can I edit my form as a draft before publishing it?

Yes! Paperform's Publish feature lets you modify forms prior to making them live to your audience.

"Save changes" allows you to save changes as you edit your form.

There are several options under the down arrow next to Publish:

Preview Changes

This will allow you to view the form as it will appear with the changes you’ve saved (but not yet published.) Keep in mind that this version of the form will not be active until the “Publish” button is clicked.

You may also want to see how the form is displayed on different devices.

To preview the form as it would be displayed on other devices, navigate and click on the Theme & Appearance button. This will set the form editor window to a version of the Preview mode.

When the form is in the Theme & Appearance modifiable Preview mode, the device selection menu and the Page Navigation menu will appear.

The device selection menu allows you to view the form as it would display on a tablet, phone, and desktop or laptop.

The page selection menu allows you to navigate through different pages of your form without having to answer questions on your form.

Go to live form

This option enables you to view the most recently published live version of your form.

Versions

This option allows you to revert to an older copy of the form.

Once you click this, you’ll see a list of previous versions of the form that were published, along with an indicator of which version is currently live.

If you’re unsure which version you’d like to revert to, you can always click the “Load as draft” option, which will load the earlier version into the editor. If the wrong version loads, you can try again until you find the right one.

Delete form

This option will allow you to delete the form. You will be prompted with a question, “Are you sure you want to delete this form?” prior to doing so.

Publishing Your Form

Once you’re happy with your changes and ready for the form to go live, click the Publish button.

You'll then be presented with three options:

Open

This option will open a new tab to view the published form.

Share

This option will bring up a link to your form that you can easily share on other platforms.

Embed

This option will give you scripts to use to embed your form on another webpage as an inline, full-screen, or pop-up. You can read more about embedding in our Embedding Guide.

Gotchas

Making updates through the API will reset your current draft. To avoid interruptions, we recommend either editing your forms through the API or in the editor, but not both at the same time.