You can now add and send forms to a Trip!
Here's how:
1. Click on the Trip
Click on the Trip you would like to add a form to. This will open the Trip View.
2. Click on +Add New
The +Add New button will be in the bottom left corner of the Trip View.
After you click on +Add New, some options will appear. Click on Form.
3. Select a Form
After you've clicked on Form, you can then select, search for, or create the form you would like to use.Adding a form to a trip links it to the original form in your library; it does not create a new editable copy. You can specify default values when sending the form for that trip, but the form itself remains unchanged.
4. Click on Share
After you've added the form to the Trip, click on the Share button, and you can send that form as an email or a link.Forms can also be sent directly from a contact record, but these forms are not automatically linked to a trip and cannot be resent later. To ensure resending is possible, always add the form to the trip before sending it.
Resending a Form
You can also now resend a form to a customer with just a click! Resending is only possible if the form was originally sent from within a trip. The form will be resent with the same information, so you don’t need to re-fill it.
Once a form has been sent, you can quickly re-send the form(custom message included!) by clicking on the Re-Send Button that appears next to the traveler's name:
