Previewing a form before you publish

Before you publish a new version, check it looks right from the patient's side without sending anything.

The patient preview

In the form editor, click Patient preview near the bottom of the page. It expands to show a visual preview of your wording and question order: the patient details section if enabled, information blocks styled as highlighted panels, Yes/No buttons, choice lists, and required questions marked with an asterisk.

The preview updates live as you edit, so you can tweak a question and see the result immediately. It is a simplified preview: you cannot test answers, signature capture or conditional follow-up boxes there.

What to check

• Questions read clearly and in a sensible order; use the arrows to reorder.
• The right questions are marked required.
• Yes/No questions that need specifics have Ask for details when answered YES ticked.
• Information blocks carry the wording you actually want patients to read.

Publish when happy

Your question wording and layout do not change for new sends until you click Publish new version. Form settings, including the name and signature requirements, are saved separately. The editor reminds you with an Unsaved changes. Publish to apply. note while there is a draft outstanding. After publishing, the Previous versions table at the foot of the page lists every version with its publish date and question count, with a Current badge on the live one.