Creating LiveForms

Learn how to create LiveForms that borrowers can complete directly within the Client Portal. LiveForms allow you to collect structured information through customizable online forms instead of traditional file uploads.

Overview

LiveForms provide an alternative to standard file upload requests. Instead of asking borrowers to upload documents, you can create interactive forms they fill out directly in the portal. This is ideal for collecting personal information, application details, or structured data where you need specific fields completed.

Key Features:

• Individual Forms: Each contact completes and signs their own separate form
• Shared Forms: Multiple contacts collaborate to complete and sign a single form
• Drag-and-drop form builder: Add text fields, checkboxes, radio buttons, combo boxes, date fields, and signature fields
• Customizable properties: Control field appearance, validation, and behavior
• PDF-based: Upload existing PDF forms and add interactive fields

 

Getting Started

Before creating a LiveForm, you'll need to open an existing Invite or template, or create a new one.

Steps to Create a LiveForm

1. Navigate to the Request

Once you have your Invite or template open:

• Scroll to the Request Group where you want to add a LiveForm
• Click to expand the Request Group if it's collapsed
• Locate an existing request you want to convert, or prepare to add a new request

2. Access the Request Type Dropdown

From within your Invite creation or editing screen:

• Locate the Request Type dropdown on any request
• Click the dropdown to reveal the available options: File Upload, Form, and Read Only

3. Select Form as Request Type

• Select Form from the Request Type dropdown
• The request interface will update to show form-specific options
• You'll see a text area with placeholder text: "Add a description or instructions for the form"
• A file upload area will appear with the text "Drag and drop a file or click to upload"

4. Upload Your PDF Form

Before choosing the form collaboration type, you need to upload your PDF:

1. Click the file upload area that displays "Drag and drop a file or click to upload"
2. Browse to select your PDF file, or drag and drop it directly onto the upload area
3. The system will process your PDF and prepare it for field addition

Important Notes:

• You can upload a blank PDF or an existing form with fillable areas
• Maximum file size: 100MB
• Supported file type: .pdf only
• If you don't have a PDF ready, you can create a simple form document first

5. Choose Form Collaboration Type

After uploading your PDF, a Create Form dialog will appear with two options:

Individual Form

• Each contact will fill and sign their own form
• Best for: Personal information, individual applications, separate declarations
• Each borrower receives a unique copy to complete

Shared Form

• Multiple contacts fill and sign the same form
• Best for: Joint applications, household information, collaborative documents
• All borrowers work on a single shared document

Select the appropriate option based on your needs by clicking the corresponding Select button.

6. Build Your Form

Once you've selected the form type, you'll enter the form builder interface:

The form builder provides several field types in the left sidebar:

ADD FIELDS section:

• Text Field: Single or multi-line text input
• Check Box: Yes/no or multiple selection options
• Radio Button: Single selection from multiple options
• Combo Box: Dropdown selection list
• Date Field: Date picker with format options (US format: MM/DD/YYYY)

SIGNATURES section

• Signature: Electronic signature field
• Signature with Date Signed: Signature with automatic date stamp
• Date Signed: A custom field that automatically captures when a form is signed (use this separately from signatures when you need to track signing dates independently)
• Initial: Initials field

Persistent Signatures: When signing forms, your signature and initials ca saved and reused across multiple signature fields on the same form. This means you only need to create your signature once, then apply it to all required signature fields without redrawing it each time.

To use persistent signatures:

1. Create your signature in the first signature field
2. The system will save this signature automatically
3. For subsequent signature fields, select "Use saved signature"
4. Your signature will be applied instantly

Date Format Options: When adding date fields to your forms, you can now choose from multiple date formats to match regional requirements:

• MM/DD/YYYY (US format)
• DD/MM/YYYY (International format)
• YYYY/MM/DD (ISO format)

To configure date format:

1. Click on a Date Field in your form
2. Open the field properties panel
3. Select your preferred format from the "Date Format" dropdown
4. The date picker will automatically display dates in the selected format
   
   

To add fields to your form:

1. Drag a field type from the left sidebar
2. Drop it onto the desired location on your PDF
3. The field will appear as a blue highlighted box on the form
4. Resize box as needed

7. Configure Field Properties

Click any field on the form to open its properties panel:

Text Field Properties:

• Form Field Name: Internal identifier (auto-generated)
• Fill Color: Background color of the field
• Border Color: Outline color
• Border Style: None, Solid, Dashed, etc.
• Border Width: Thickness in pixels
• Opacity: Transparency level (0-100)
• Rotation: Field orientation (0°, 90°, 180°, 270°)

Text Style Options:

• Font: Choose from available fonts
• Font Size: Adjust text size
• Font Color: Text color
• Horizontal Alignment: Left, center, or right alignment
• Vertical Alignment: Top, middle, or bottom alignment

Advanced Options:

• Creator Name: Track who added the field
• Note: Add internal notes about the field
• Custom Data: Store additional metadata (displayed as JSON)
• Required: Make field mandatory for form submission
• Read Only: Display information without allowing edits
• Multiline: Allow multiple lines of text input
• ID: Unique field identifier (auto-generated)
• Created At: Timestamp of field creation
• Updated At: Timestamp of last modification

 

8. Add Signature Fields

For forms requiring signatures:

1. Drag a Signature, Signature with Date Signed, or Initial field from the SIGNATURES section
2. Position it in the appropriate location on your form
3. Configure signature properties as needed

Important Notes:

• Signatures are legally binding electronic signatures
• Each contact must complete signature fields before form submission
• Forms with signatures cannot be edited after submission without clearing the signature

8.5 Regulatory Compliance Features

Completed ID Footer: For regulatory compliance, all Live Forms now automatically display a Completed ID on every page. This identifier helps meet audit and documentation requirements by providing:

• Unique form identification
• Completion tracking
• Audit trail support

The Completed ID appears at the bottom of each page and is automatically generated when the form is completed and signed.

9. Duplicate and Delete Fields

To speed up form creation:

• Duplicate: Click the Duplicate button in the field properties panel to create an identical copy
• Delete: Click the Delete button (shown in red) to remove a field

10. Save Your LiveForm

Once you've finished building your form:

1. Click the Save & Close button in the top-right corner
2. Your form will be saved and attached to the request
3. The form will be available to borrowers when they access the Invite

11. Add Form Description (Optional)

Back in the request editing view:

• Add instructions or context in the description field
• This text will appear above the form in the Client Portal
• Provide clear guidance on what information borrowers should provide

Editing an Existing LiveForm

If you need to modify a LiveForm after saving it:

1. Navigate to the request containing your LiveForm
2. In the Form section, locate your uploaded PDF 
3. Click the Edit Form Fields button
4. The form builder will open, allowing you to add, remove, or modify fields
5. Make your desired changes
6. Click Save & Close when finished

Note: You can edit LiveForms at any time before sending the Invite to borrowers. Once the Invite is sent, changes to the form may affect borrowers who are already completing it.

 

💡 Best Practices:

• Test your form by previewing it before sending to borrowers
• Use clear, descriptive field names that match the PDF labels
• Make only essential fields required to reduce friction
• Group related fields using visual spacing or PDF design
• Include instructions for complex forms in the description field

Form Types in Action

Individual Forms: When borrowers receive an Invite with an Individual Form request, each contact will:

• See their own unique copy of the form
• Complete fields independently
• Sign the form separately
• Submit without seeing other contacts' responses

Shared Forms: When borrowers receive an Invite with a Shared Form request, all contacts will:

• Access the same form document
• See fields completed by other contacts in real-time
• Collaborate on filling out information
• Add their signatures to the shared document
• Submit together once complete

Final Steps Before Sending

After creating your LiveForm:

1. Review all other requests in the Invite
2. Verify contact information and roles
3. Set appropriate due dates
4. Add any necessary messages or instructions
5. Send the Invite to borrowers

🎉 Success! Your LiveForm is now ready to be completed directly in the Client Portal! 🎉