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Publishing takes a snapshot of your form — a numbered version — that recipients see. You keep editing the draft freely; nothing reaches recipients until you publish again. A form must be published before you can send invitations or turn on its public link.

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Publish a form

In the editor, click Publish in the top bar. The first publish creates v1; each later publish creates the next version. The Publish button is only active when the draft has changes that haven’t been published yet. The form’s status badge shows the published version — for example Published v2. If the public link is on, a Live badge appears next to it.
New invitations and the public link use the latest published version. Invitations that were already sent stay on the version they were sent with, so nobody’s form changes underneath them.

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Version history

Click the version number (for example v1) in the editor top bar to open Version history. Each version shows when it was published and by whom. The current version is tagged Current; click Preview to view any version. To roll back, click Revert on an earlier version and confirm with Revert and publish. This restores that version’s content and immediately publishes it as a new version — the public link and new invitations use the reverted content right away. A public link lets anyone with the link fill out the form — useful for your website, email signature, or a newsletter. Unlike invitations, public links aren’t tied to a specific person and don’t require a verification code. To turn it on from the editor, click the share icon in the top bar and select Share a public link. The link is created and the form goes Live — click Copy to grab the URL or Open form to view it. The share menu also offers Send to a client or prospect, which starts an invitation instead. You can also manage the link from the form’s detail page: the Public link toggle in the right panel turns it on and off and shows the URL while it’s on. When someone submits through the public link, the submission arrives in your submissions inbox for you to match to an existing record or turn into a new prospect.
Anyone with the link can submit the form. Turn the link off when you’re not actively collecting responses — submissions through the link stop immediately.
If you publish a new version while someone is mid-form on the public link, they have 14 days to finish on the version they started; after that they’re asked to continue on the updated form.

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FAQ

Not directly — published versions are permanent snapshots. To stop collecting responses, turn off the public link and revoke open invitations, or archive the form.
No. Each submission is tied to the version the respondent filled out, so past answers stay exactly as they were submitted.

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Next steps

Sending invitations

Send the published form to a specific client or prospect.

What clients see

How recipients open and complete your form.