Skip to main content
All CollectionsIntake FormsLightning
Lightning: Add Custom Signed Forms
Lightning: Add Custom Signed Forms

This article was created from a Google Doc.

Updated over a week ago

Click the App Launcher icon

Image


Search "Configuration Center"

Image


Click Configuration Center

Image


Click Custom Form Configuration

Image


Click New

Image


Fill in the desired form title and text - You can copy and paste form text from your current PDFs or Word documents.

Use special tags for special fields:

"{Contact.Name}" - Inserts Contact Full Name

"{Contact.FirstName}" - Inserts Contact First Name

"{___}" - Inserts Text field

"{_x_}" - Inserts Checkbox

Image


Click Save
โ€‹

Did this answer your question?