Live Forms

Articles to help you use our built in Form Builder

4 articles in this collection
Written by Matt Kitch, Nora Olano, and Ley Cangco

Reverting a Live Form

Reset your Live Form to the unfilled version

Written by Ley Cangco
Updated over a week ago

Creating a Live Form

Add fields to a document so your clients can fill them in and complete them within their Client Portal.

Written by Matt Kitch
Updated over a week ago

Request e-signatures from multiple parties

Add e-signature fields to a document when you require multiple parties to sign.

Written by Nora Olano
Updated over a week ago

Flatten a Fillable or Encrypted Document to prepare as a Live Form

Steps to prevent previously filled values being lost when signed off by a client, or the inability to setup as a LiveForm due to encryption.

Written by Nora Olano
Updated over a week ago