Maintaining forms

Maintaining forms

How to

 

What you can do

What you can do

See...

You can:

  • Rename forms

  • Duplicate forms

  • Delete forms.

My Forms window

You can determine:

  • form title

  • whether the form is a template

  • form type

  • whether login is required to view the form

  • whether users are prompted to pre-fill information.

Form Settings window - General tab

You can define:

  • publishing period

  • URL where the form is published

  • URL where users are sent after submitting the form.

Form Settings window - Publish tab

You can define either:

  • pay now option

  • pay later option.

Form Settings window - Finance tab

You can define one or more file upload sections.

Form Settings window - Document Management tab

You can define the email sent to users when the form is submitted.

Form Settings window - Email tab

You can define the branding for the:

  • main form page

  • payment page.

Form Settings window - Branding tab