Pinning & Unpinning Account Library Forms

One method for quick access to your frequently used forms, you can pin forms to the top of your account library list. The Account Library is where you can find all the forms in your account.  For example, tap the ellipsis on the right side of the form name and choose Pin from the menu. This will make a copy of the form and move it to the top in a new section in the account library called Pinned. You'll see this now at the top of the Account Library in all client's records. To unpin a form, tap the ellipsis again and choose unpin from the dropdown menu. This will remove the form from the pinned section and the form will remain in the original section though the star icon will be removed. 

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