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How to locate an order form in the Control Center

Written by Justin Carlson

Updated at June 17th, 2025

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Summary: Order forms are grouped as public forms and private forms, with a number of different ways available to locate the form you need.

How to find a public document in the Control Center

By category:

  1. Choose "Order Forms" from your Control Center's main menu.
  2. Select "Product Categories", located in the sidebar under "Public Order Forms".
  3. Choose "Edit" to the right of the category name.
  4. Select the "Manage Forms" tab in the upper left of the category details.
  5. Choose "Edit" next to the order form you wish to change.

By name:

  1. Choose "Order Forms" from your Control Center's main menu.
  2. Select "Order Forms", located in the sidebar under "Public Order Forms".
  3. You are presented with an alphabetized list. Click the "Edit" button next to the document you'd like to update.
  4. To view another page of the list, click one of the page numbers at the top or bottom of the page.

How to find a private Reorder Form in the Control Center

  1. Choose "Order Forms" from your Control Center's main menu.
  2. Select "Reorder Forms Library", located in the sidebar.
  3. You are presented with a list of your private Reorder Forms, grouped by the company/branch/contact names they are assigned to. Click the "Edit" button next to the document you'd like to update.
  4. To view another page of the list, click one of the page numbers at the top or bottom of the page.
  5. You can also use the filter tools on the sidebar (People, Categories, Keywords) to filter the list.

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