How to Create Packets

Packets are used to send a group of forms all at once rather than sending one form at a time. you can do that by creating a packet that includes all the forms that should be sent together.

Here are the steps:

Navigate to "Packets" at the top of you screen. (here you will see a list of all of your previously created packets that you can click on to edit.)

Click on "Create Packet".

A list of all your forms is on the left. Click on all the form you want added to the packet to move them to the right side.

Click and drag to adjust the order in which your client will view the forms.

Give your packet a Title and Save!

You can create as many packets as you need with different form combinations.

Would you prefer us to create your forms for you? Follow this link

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