Lock and unlock a Data Form:

• Use Cases - 
  • Inactivate - To archive a Template so it can no longer be added to a contact, while preserving all data entered.
  • Locking - To prevent unintended changes when opening a Template to review the structure.
• NOTE: Un/Lock or Inactivate a Data Form in the list (see directly below).

• Open Data Form that is locked:

• Inactivate a Data Form -  NOTES:
  • This does not remove the form from contacts and can still be used for reporting purposes.
  • If a Data Form is inactive - 
    • It will still be added if it is included in a new Contact's set of Forms.
    • At this time the Data Form will have to be removed from the set of forms by BestNotes Support prior to creating new contacts.