Forms & Packets
Things to know about forms and packets.
- How to Use the Form Builder
- How do I add forms to my website?
- Question Types
- How to Create Packets
- Auto-Fill Fields with Client Mapping
- Download a blank PDF version of a form
- Conditional Logic
- Export Forms as PDF for Printing
- Download Packets as a Single PDF
- How to manually change an Intake Form from Pending to Submitted
- How to customize the sms or email message sent to clients
- Required Field in Your Forms
- Disable Forms and Packets
- How to Duplicate a From
- How to use the Handout Question
- Client Signature (click to sign)
- How to send a reminder for incomplete forms
- Prepopulating Form Fields with URL Parameters
- Assigning Numeric Values to Choice Fields and Matrices
- How does the Public URL feature work?