Forms added in the database are used as disclosure forms in Proposals. Here’s how you can add them:
Step 1: From the main menu, open the “Manage Database” dropdown and click “Database”.
Step 2: Navigate to “Documents” and click “Forms”.
Step 3: Click “Add”.
Step 4: Enter the “Label”.
Step 5: Select from users, customer, roles or custom email you want to send the email to.
Step 6: Select the specific users.
Step 7: Click “Save”.
You can edit the details to modify the form.