Maintaining forms

What you can do:

Note: You must unpublish forms before they can be used as a templates. See Unpublishing forms.

Enable for a login to be made before the form can be viewed. See Enabling required logins.
Enable a prompt that encourages users to pre-fill information. See Enabling pre-fill prompts.
Unpublish a form before its publication period expires or when converting the form to a template. See Unpublishing forms.
Enable online payment options. See Enabling online payments.
Enable document upload panels. See Enabling document management.
Enable email correspondence. See Enabling email correspondence.
Enable form branding. See Enabling form branding .

What you can do:

What you can do…	See…
You can determine: form title whether the form is a template form type whether login is required to view the form whether users are prompted to pre-fill information.	Form Settings window - General tab
You can define: publishing period URL where the form is published URL where users are sent after submitting the form.	Form Settings window - Publish tab
You can define either: pay now option pay later option.	Form Settings window - Finance tab
You can define one or more file upload sections.	Form Settings window - Document Management tab
You can define the email sent to users when the form is submitted.	Form Settings window - Email tab
You can use the Branding tab to define the branding for the: main form page payment page.	Form Settings window - Branding tab

Last modified: 11/07/2017 5:37:29 PM