You can import and export forms between environments, such as from staging to production. This helps you test, standardize, and manage forms more efficiently.

Import forms

Users with full access Forms will be able to complete the below process.

1. Select All Apps and then select Settings from its drop-down menu.
2. In the Jobs section of the Settings page, select Forms.
3. In the Candidate Forms or Employee Forms list view, select the import icon to the left of the search bar.
4. In the Import Form modal, upload your form. You can upload multiple forms.
   • Notes: 
     • The maximum file size for upload is 25 MB.
     • If the form is scanned and conflicts are detected (such as missing attributes or integration issues), the import is blocked. A warning message will immediately appear in the modal, stating that the form could not be imported and why it could not be imported.
5. Once you upload the file successfully, select Import in the lower-right corner.

When the form is finished importing, you receive the Import Forms Complete email that notifies you that the process is complete. This email also outlines any forms that failed to import and the reason for their failure.

Export forms

Users with full access Forms will be able to complete the below process.

1. Select All Apps and then select Settings from its drop-down menu.
2. In the Jobs section of the Settings page, select Forms.
3. In the Candidate Forms or Employee Forms list view, select the action menu, or ellipses at the end of the form's row that you want to export and then Export Form.
   • Note: You can select multiple forms to export by selecting the checkboxes next to each form in the list and then selecting Export. This exports the form as a .zip file.
4. Check the email stored on your Employee Profile for your exported forms.
5. Select Download to download your forms.
   • Note: This downloaded file contains all selected forms, including all of their configuration and content.