You can edit a form at any time from the DataScope web platform.
Step by step
Go to the Forms tab.
Find the form you want to edit.
Click Configure.
Select Configure Form.
This will open the Form Builder.
Form Builder
Inside the builder, you will see several tabs at the top:
Form Builder
Integrations
Signature
Email
PDF
From here, you can configure your entire form in one place.
1. Form Builder
Here you can edit the main content of your form:
Create, edit, or delete questions
Reorder questions and sections
Define the question type (text, date, list, photo, etc.)
Configure advanced options for each question (conditional logic, validations, etc.)
2. Integrations
Connect your form with other tools, such as Google Sheets and other available integrations.
3. Signature
Configure the use of electronic signatures within the form.
4. Email
Configure automatic result notifications:
Sender name
Email content
Sending the generated PDF
5. PDF
In this section, you can configure how the PDF document with the form responses is generated.
There are two types of PDF:
📄 Standard PDF: This is the default format in DataScope.
📌 This format has a fixed structure and does not allow you to change the order or hide questions.
🧩 Custom PDF: Allows you to fully design the PDF format according to your needs.
📌 This type of PDF is built from scratch and gives you complete control over the design.
⚠️ Available on paid plans.
📌 The PDF is automatically generated every time a form is submitted.
Other available actions
From each form's menu, you can also:
Move to folder
Lock editing
Share
Enable scrolling in the app
Duplicate
Activate or deactivate
Important
Changes must be saved manually using the Save button.
You can test the form using the Answer button.
You need the appropriate permissions to edit forms.
If the form already has responses, avoid making major structural changes.