- Log in to your Yearli account.
- Click on the Submit Forms button.
- Click the Edit in Forms in Progress link next to the payer name. This will move all recipient forms for that payer back to Forms in Progress.
- Once the forms are back in Forms in Progress, select the Edit link next to the recipient the form needs to be edited for.
- Make any necessary changes to the form. Select Save and then Next to save the form and move back to the checkout process.
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