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You can modify any existing form template at any time using the Penbox Agent.
1

Open your workspace

Go to your Penbox workspace.
2

Go to your form template

Click Templates → Forms, then select the form you want to modify.
3

Edit the form

Click Edit.
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4

Open the Assistant

Click Assistant to open the Penbox Agent.
5

Describe your changes

Tell the assistant the modifications you want to make to your form.
6

Review and undo if needed

The assistant will describe each action it takes. If any action does not suit you, click Undo next to that action.
7

Check all tabs

Browse through all the form tabs — Welcome page, Form, Completion page, Notifications to contact, and Notifications to team — to verify that the changes meet your needs 100%.
Make sure notifications are set up both for the contact (the person filling in the form) and for the team (the person who sent the form). This ensures everyone stays informed throughout the process.
8

Publish

Once you are happy with the result, click Publish.
Only forms sent from this point onwards will inherit the changes. Forms that were already sent before publishing will not be affected.

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What’s next?

Build your first form

Create a new form template from scratch.

Make a form available

Discover all the ways to send a Penbox form to your contacts.