Creating and Building an Intake Form

Creating and Building an Intake Form

Create an Intake Form

  1. Select the Admin tab at the top of the page. 
  2. Select Intake Forms from the left panel.
  3. Click New Intake Form at the top-right corner of the Intake Forms list page.
  4. Enter the required details in the Basic Details form, then click Save and Continue at the top-right corner.
Upon saving, the intake form builder will open, where you can update form properties, add, or delete form section and fields.
Notes
Note: You can create an intake form only for published contract types.

Build an Intake Form

  1. Drag and drop standard fields from the General category and document fields from the Others category on the left into any Form Section to add a form field.
  2. Click  Add Section at the bottom of the page, enter the section name, then click Add to add a new section.
  3. Click  by hovering over the section title to rename it.
  4. Drag and drop the section title to reorder it.
  5. Click  by hovering over the field or section to delete it. 
Notes
Note: 
  1. You cannot delete a form section if it contains any required fields.
  2. You can delete only optional fields.
  3. After downgrading to a Standard or Free plan, you will only be able to view or delete an intake form.
  4. All admins have access to all the intake forms by default. 
  5. All changes are saved automatically.