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How do I edit a form already added to the checkout cart?

Views: 3808 Created: 2014-07-11 10:18 Last Updated: 2017-12-14 15:58

SYMPTOM

I need to make changes to a form but I have already placed it in the Submit Forms section.  How do I make changes to the form?

SOLUTION

  1. Log in to your Yearli account.
  2. Click on the Submit Forms button.
  3. Click the Edit in Forms in Progress link next to the payer name.  This will move all recipient forms for that payer back to Forms in Progress.
  4. Once the forms are back in Forms in Progress, select the Edit link next to the recipient the form needs to be edited for.
  5. Make any neccessary changes to the form.  Select Save and then Next to save the form and move back to the checkout process.

APPLIES TO

  • Yearli Core
  • Yearli Performance