How do I Import New Forms to YAPI?

To import iPad forms:

  1. Download the .zip of the forms to be imported. Completed custom forms will be sent attached via email, and Premade forms will be found on the Help Desk.

  2. On the YAPI Dashboard, click on the Setup & Manage section (the wrench icon wrenchIcon.jpg).

  3. Select the Manage Documents and Templates option from the drop-down menu.

  4. Enter your password.

  5. Go to the iPad Forms tab and Click the Import button


  6. Select the .zip file of the form and click Open.

  7. A prompt will appear that a new template will be added. Click Yes to continue. 

  8. Locate your form by name in your list of iPad Forms. Double click to mark the template as active so it will no longer be grayed out, and click Yes. Without this box checked, the form will not be visible on the iPad.


Congratulations, you are all set and ready to view the forms on your iPad.

For additional reference and information on how to check the checkbox next to the form, please read How do I make a form available for signing?

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