Either - within your Templates or when Creating an Invite - you can upload a document and setup a variety of fields to make gathering information from your clients really easy.
For your clients, it becomes super simple to complete this information from the Client Portal, and they can save their progress as they go, to come back and complete later.
In this guide:
Setup a Live Form
Load a Document
The Different Fields & Options
Setting up the Fields
Your Client's Experience
Setup a Live Form
📝 Note: When creating a Live Form - in a Template - any Personal Fields can only be set for a single Contact. When loading the Template into an Invite you can setup any Additional Persons Personal Fields
2. Create a request and upload the document you want to use as your Live Form
3. Once the document is uploaded click the Make fillable/signature form button next to the Download button.
3a. If Creating an Invite
Use Individually - to setup the form so that each Person will complete their OWN Copy (Essentially duplicating the form for each Person)
Use Together - to have Multiple People WORK TOGETHER to Complete a Single Document
📝 Note: If you have any issues with position of content try converting the file to a PDF before uploading, this can usually be done by using the Save As... functionality of most Document Editors
4. Add and place your fields onto your Document as desired.
Simply Drag them to the right spot, Resize as necessary (using the bottom right corner of the field) and Customise the Options of each Field as Desired.
Use the Preview button to see how these elements look! Remember to Turn Off Preview to start moving fields again.
See below for a break down of the different Fields, their Uses, as well as their Options
4a. Personal Fields
Personal Fields can be setup on both the Template and when Creating an Invite
📝 Note: When creating a Live Form - in a Template - any Personal Fields can only be set for a single Contact, when loading the Template into an Invite you can setup any Additional Persons Personal Fields
When Creating the Invite simply change the Contact from the Dropdown Box to choose whom you will place fields for.
Name - Contacts Name on the Invite
Signature - Drawn on by the Contact Assigned via the Client Portal
Date - Automatically assigned as the Date of Completion
Initials - Contacts Initials
Email - Contacts Email Address
📝 Note: You can change the Contacts details by going to the Contacts page and finding the relevant Contact. if you change this before the Contact signs or completes the form it will update their information.
4b. Other Fields
These are Assignable Free Form Fields that can be entered with any information from your clients, in some situations it might make more sense to use Other Fields than a Personal Field as the Client can enter the information and either person can complete these.
📝 Note: Change the Contact to ensure fields are assigned to the correct contact. For ANYONE to complete a field it must be Unassigned
Text - Text, Number, Email or Multi Lines - A Text Field is useful for gathering all types of information that your client needs to Type in
Date Picker - Clients can either type or select their date from a Calendar
Checkbox - Clients can select these - best suited when multiple choices can be selected
Radio Button - Setup Groups of these and your Clients can choose a single option of the Group
📝 Note: When setting up Radio Buttons use the Blue Addition Circle to add another Button, and simply move each button individually into the right spot.
Dropdown - Setup a Finite list of Options for your Client to choose from
📝 Note: When setting up Dropdowns use the Edit Values Text Area to load your different values
4c. Field Options
As you add and remove Form Fields you'll see options appear on the right hand side. These do vary depending on the field but the options available are:
Assigned Contact - Change the Contact Assigned to the Field
Field Label - What you'd like to call the field & what is seen inside the field when the Client Works on it.
Type - As explained in the Text section of 4b.
Required - The Client cannot complete the form if these are entered.
Read Only - Fields that have no action available
Font - Adjust the Font Size and the Font Colour & Style
Checked - Whether a Checkbox is checked by default
Options - Different Choices/Values available for certain Fields
5. If you want your Client to not receive a signed copy of the Form via email, make sure that you check "Disabled email filled document" on the right side of the Live Form editor. Otherwise, skip to step 6.
If you're creating a Template, you have the option to lock this Setting to prevent Users from modifying it.
6. Press the Save button to Save the Form
7. Press Save or Create Request to Save your Request
8. Finalise your Invite or Template and Send it off or Save it for Later!
Your Clients Experience
1. They'll select the Request and see a Click to Fill Form button
2. They'll then be able to fill in their information as required, including Signing, Filling and Selecting relevant fields! All within the Client portal!
📝 Note: When working on a Live Form the Client can click the Save Draft button to save their progress so far and come back later
3. They can Submit and Complete
Step 4. There isn't one! No more pain of your Clients downloading, completing, renaming, saving and then reuploading!
🥳 Congrats! You've just sent off your First Live Form, and your Clients will love you for it! 🥳
😁Any Questions, Confused or just need a bit of help? Reach us in the chat bubble! 😁