How to Create Packets

Packets allow you to send multiple forms at once instead of sending them individually. Here's how to create one:

1. Go to "Packets":

   At the top of your screen, click "Packets." You'll see a list of previously created packets, which you can edit by clicking on them.

   
   
2. Create a New Packet:

• Click on "Create Packet."

  Select Forms:

  • On the left, you'll see a list of all your forms.
  • Click on the forms you want to include in the packet to move them to the right
• Arrange Forms:
  • Drag and drop the forms on the right to set the order your client will see them.
• Name and Save:
  • Give your packet a title.
  • Click "Save."

You can create as many packets as you need, each with a unique combination of forms.

Need help setting up your forms? Check out our form conversion guide.