How to save a form or e-contract to your toolbox?

We've seen in this article that forms and e-contracts that are directly created on the go, while creating a checklist (in a process or live application) are cold 'Unique steps'. 

But how could you save a Unique e-contract, or Unique Form into your Toolbox to turn it into a reusable element and use it later on in another process?

⚠️ When you save a form or an e-contract to the toolbox, any of your edits will be carried over processes where you've added this form/e-contract as a step.

Saving a form or e-contract from a process page to the Toolbox

Follow the steps below: 

1. Go to your process page and click on the related process to access it
2. Scroll down to your e-contract or form step (in the checklist) then click the "Edit button"
3. Access the actual contract or form by clicking on "View/ Edit e-contract" or "View/Edit form fields"

You'll land on your actual document or form. 

    4. Click at the top of the document on the 'Add to Toolbox' icon

See below an example with a Unique e-contract created in a process: 

Navigate to your step to access the actual document or form. 

Open the step to access the related resource (your PDF doc or your form)

Save your contract (or form) to the Toolbox

Voilà! it's now saved and showing as is. 

Saving a form or e-contract from a live application to the Toolbox

Follow the steps below: 

1. Go to your process page and click on the related process to access it
2. Scroll down to your econtract or form step (in the checklist) then click the 'Dropdown arrow ▼' menu on the 'View files' button, then on 'Edit'
3. Access the actual contract or form by clicking on "View/ Edit e-contract" or "View/Edit form fields"

You'll land on your actual document or form. 

    4. Click at the top of the document on the 'Add to Toolbox' icon