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Forms
How to set up and create forms
Here you can create any forms you may need. These are any document you would like to send to the customer, Check-in Forms, Contracts, Terms & Conditions or client Update Forms.
To edit a current form
Click on the form name, then the pencil icon in the top right.
Each Form has a configuration page to choose how to handle the form and an overview page to view how many times it has been sent, completed and incomplete.
Within the configuration page, you can set whether the form is accepting responses or you can disable responses.
You can also set up automations for when the form is to be sent out and to whom. For updating information, you can also select to pre-fill the form with the previous responses.
This is also the section where you can edit the message which is sent with each form.
