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Viewing & Editing New Order Forms

To view and make changes to the current configuration of an order form, first go to Settings > Client Portal > New Order Form and click on Configure. Then click on Select to the right of the desired order form on the screen.

The form will open in editing mode.

  • If you do not want to make changes, simply click on Cancel to exit. 

  • If you make changes to the order form configuration, do not forget to click on OK to save those changes.

  • If you want to use the current form to create a new order form, click on Save as Copy.

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