Forms can now be associated with a Trip for easy access, making a Trip a one-stop-shop for everything you and your traveler need!
In this article we'll go over the following:
Adding a Form to a Trip
To add a Form to a Trip, just click on the +Add New button on the bottom-left-hand side of the Trip View, and select Form.
From there, you'll be prompted to search for a new form, or create a new one.
Sending a Form from a Trip
Once a Form has been added to a Trip, you can send it to your travelers by selecting the form from the list of items on the left-hand side, and then clicking the Share button.
You will have the same options there as you do for sending the Form from the Library or from a Contact Profile.
Re-sending a Form
Once a form has been sent, you can quickly and easily re-send the form(custom message included) with just a click!
While viewing the Form within the trip, you can click on this button to the right of that contact, and it will re-send the same form that was sent to them previously.
Viewing Form Responses in a Trip
To view a form response while in a trip, just click on that form and any form responses will appear on the right-hand side.