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 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.
Note: You can create an intake form only for published contract types.
Build an Intake Form
- 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.
- Click
Add Section at the bottom of the page, enter the section name, then click Add to add a new section.
- Click
by hovering over the section title to rename it.
- Drag and drop the section title to reorder it.
- Click
by hovering over the field or section to delete it.
Note:
- You cannot delete a form section if it contains any required fields.
- You can delete only optional fields.
- After downgrading to a Standard or Free plan, you will only be able to view or delete an intake form.
- All admins have access to all the intake forms by default.
- All changes are saved automatically.
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