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How do I pin forms to the top of the form listing page?
How do I pin forms to the top of the form listing page?

Organize your payment forms

Dodd Caldwell avatar
Written by Dodd Caldwell
Updated over a year ago

Have you created a lot of payment forms but use some of them more than others. You can easily "pin" those higher priority forms to the top of the form listing page in order to more easily find and access them.

1) Go to the Forms tab in your MoonClerk dashboard.

2) Click on the Vertical Ellipsis of the Form you want to pin to the top of the page and click on the "Pin" option.

3) Your form will now be "pinned" to the top of of the first page of the Forms page and will join any other pinned Forms.

4) You can remove the pin at anytime by clicking on the gear icon and choosing "unpin"

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