Forms
Create forms to collect information or payments
21 articles
- Adding a Donation Link or Selling T-Shirts on Your WebsitePractical guide on using Edlio Forms with Payments to create simple online stores, sell t-shirts and spirit wear, and accept custom donations on your school website.
- Forms Overview: CMS Website Forms vs. Mobile App FormsComprehensive guide to Edlio CMS website forms and how they differ from mobile app forms, including form builder capabilities, response management, and payment processing.
- Navigate to Forms in the CMSStep-by-step instructions on accessing the CMS Forms Manager from the Edlio admin dashboard and main navigation menu.
- Add a New Form & Manage Questions (CMS)Learn how to create a new website form using Edlio pre-built templates or from scratch, and configure question fields.
- Add a Digital Signature Field to a CMS FormHow to include legal electronic signature fields on Edlio website permission slips and consent forms.
- Configure CMS Form Options, Notifications & SchedulesLearn how to configure confirmation messages, automated notification emails, submission limits, and opening/closing schedules for Edlio CMS forms.
- Manage, View, and Export CMS Form ResponsesHow to view live web form submission entries, print responses, delete test data, and export records to Excel or CSV spreadsheets.
- Print form responsesLearn how to print individual or batch submission summaries from the Edlio CMS Forms Manager.
- Copy a formLearn how to duplicate and copy existing forms in the Edlio CMS dashboard to save time building recurring school surveys and registrations.
- Share a formDiscover how to share Edlio website forms via direct public links, embed codes on CMS pages, and school communications.
- Restore deleted forms and responsesLearn how to access the Deleted Forms archive in the Edlio CMS and restore accidentally removed forms and their associated responses.
- Bulk delete and restore responsesLearn how to manage, bulk delete test submissions, and restore form responses in the Edlio CMS Forms Manager.
- Forms with Payments Overview: Architecture & SecurityOverview of online payment processing within Edlio website forms, transaction security, PCI compliance, and fund distribution.
- Forms with Payments: How to Set Up & UseComplete guide on setting up and using Edlio Forms with Payments, configuring payment processors, creating fee items, and collecting school funds.
- Add and Configure Payment Fields in CMS FormsLearn how to add fixed, variable, itemized, and donation payment fields to Edlio website forms.
- Refund Payments for FormsLearn how to process full and partial refunds for payment form submissions in the Edlio CMS and manage transaction records.
- Sales Summary for Forms with PaymentsUnderstand how to view financial transactions, total revenue, and sales summary reports for payment-enabled forms in the Edlio CMS.
- Forms with Payments: Frequently Asked QuestionsCommon questions regarding fees, accepted payment methods, payouts, receipts, and troubleshooting for Edlio Forms with Payments.
- Edlio Payments FAQs for FormsFrequently asked questions regarding processing online fees, bank deposits, transaction security, and card payments on Edlio website forms.
- Forms Best Practices for Schools & DistrictsEssential recommendations and operational guidelines for creating accessible, secure, and user-friendly digital forms across your school community.
- Sharing Forms Through Mass CommunicationLearn how to distribute Edlio website forms directly to targeted parent and student groups using Edlio Mass Communication email, text, and voice messaging.