Intake Forms
Managing Intake Forms
Update Form Properties Select the Admin tab at the top of the page. Select Intake Forms from the left panel. Click to open the intake form that you want to update the Form Properties to. Enter the new form name in the Name field in the Form ...
Creating and Building an Intake Form
Create an Intake Form Select the Admin tab at the top of the page. Select Intake Forms from the left panel. Click New Intake Form at the top-right corner of the Intake Forms list page. Enter the required details in the Basic Details form, then click ...
Intake Forms Overview
Intake Forms allow organization members to request new contracts in a structured and organized manner. Instead of asking the legal team or contract owner to create a contract every time, users fill out a web form that captures all the required ...