How do I change the form name employees see?

Last updated: September 25, 2026

Two names exist for every form: the name in your forms library, and the Display Name on each version. Employees see the version's Display Name, and it's editable only while that version is a draft.

Before you start

Which name you're changing

Forms built from uploaded PDFs usually inherit their file name, which is how accounts end up with employee-facing names like ACME-handbook-ack-page-1.pdf. Cleaning that up means knowing which of the two names to edit.

  • The form name is the name in your forms library. It's what your team searches on, what shows in placement requirement lists, and what seeds the display name on new versions. It has to be unique across your account.

  • The Display Name lives on each individual version. It's what the employee sees at the top of the form, in the preview, and on the generated PDF. It's set from the form name when the version is first created, and can be changed per version after that.

Rename the form in your library

  1. Go to Forms and find the form.

  2. Rename it and save.

    You should see the new name in the forms list. If the save is rejected, another form in your account already uses that name.

Renaming the form doesn't change what employees already see. The library name feeds the Display Name of versions created after the rename. Versions that are already published keep the display name they were created with, so anyone working a live task still sees the old wording until you complete the steps below.

Change what employees see

  1. Open Version History on the form.

  2. Click New Draft on the deployed version and confirm. Published versions are read-only, so the display name can only be edited on a draft — see 📄 How do I edit a published form by creating a new draft version?

  3. Edit Display Name on the draft version, along with Display Description if the description needs the same treatment.

  4. Publish and deploy the draft to the mode you want it live in.

    You should see the new wording in the form preview.

Confirm

The rename is complete when:

  • The forms list shows the new name.

  • A preview of the deployed version shows the new Display Name at the top of the form.

  • A PDF generated from a completed task carries the new name.

If the preview still shows the old wording, the most likely cause is that the draft was published but not deployed, so the previous version is still the live one.

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