Documents & Forms

Create, view and store various forms & documents.

If I delete a document from The Library, will it also be deleted it from my Pathway?

If you delete a document from The Library, the file will still be accessible across your Pathways

Here's a short video to help you build and save a custom e-form on Pathways.

To use an e-form in a Pathway that is stored in the library, add it as an attachment to an activity.

There are four different types of in-app notification symbols in Pathways, here's what they all mean

Edits to an e-form made in one Pathway will not be reflected in other subsequent versions of the form.

Unfortunately, at this, time it’s not possible.

To create a form that you can use in transactions going forward, you must do so from the Library screen

Please read the e-forms completely before starting to ensure you have all the necessary information to completed in one sitting.

If you make a change to an e-form in a Pathway, it will not be reflected in the original version in the library

Here are the different ways you can delete documents in Pathways

Here is how you can delete a Form from The Library in Pathways

Send us a message outlining what it is on our contact page and our support team will get back to you with an answer.