Custom Intakes
Learn how to build and use custom intakes
By Jeremy1 author6 articles
- Share a Custom Intake Template with Other AgenciesShare your custom intake templates with other agencies
- Conditional Logic in Custom IntakesAdd conditional logic to your custom intakes so your clients only see questions that are relevant to them.
- Embed a Custom Intake on Your WebsiteEmbed a Custom Intake on your website and configure which member of your agency to assign new prospects
- Add a URL Redirect to your Custom IntakeRedirect your clients to any URL after they submit your custom intake for review
- Add Document AI to Custom IntakesRequest and analyze your client's documents inside your custom intakes
- Autofill Custom Intakes from URL ParametersPre-fill fields in a Sembley intake automatically by passing values in the link.