Edit an existing form template in Penbox using the Penbox Agent.
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.
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.
