How do I view or edit all my custom and pre-built forms?

Read on to learn how you can review and edit any of Luminello's pre-built or custom forms created using the form builder, or watch a video here:  

1. From your main dashboard, click on "Practice." 

2. Select "My Luminello Forms" from the "Practice" drop-down. 

3. You can change the forms' status by choosing "Active" or "Inactive" from the "Status" drop-down. You can do this when you don't want to delete a form or see them listed when sending forms to patients/clients. 

4. Preview a form by clicking the "eyeball" icon, allowing you to see your form in real time. 

5. Edit a form by clicking on the "pencil and paper" icon - this takes you to the form builder, where you can start editing the form. 

Note: For in-app editing of very long forms/templates, we recommend a high-end laptop or desktop computer with a recent processor and graphics card to achieve the best editing experience. Otherwise, it will be slow.

6. Clone by clicking the "clone" icon - this duplicates the form if you wish to edit it while leaving the original unaltered.

7. Delete a form by clicking the "trashcan" icon. Once a form is deleted, it cannot be undone. We recommend changing the form's status to "Inactive" (please refer to step #3).

If you have any questions, please contact us.