Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
Issue
After enabling Forms for the first time, one or more Sample Form Templates have not been uploaded to the practice Knowledge - Templates workspace.
Cause
When ticking the "Enabled" checkbox to enable Forms for the first time, if the browser is closed, refreshed, or the user navigates to a different site before the message "Forms enabled successfully" appears, Sample Form templates may not be uploaded successfully.
Solution
To resolve this issue, an FYI Admin should:
- Check the Knowledge - Templates workspace to determine which Sample Form templates have not been deployed.
Tip: Sample Form templates are uploaded with a "Draft" status. - Manually upload the missing templates using the instructions in Managing sample templates.