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Lightning: Add Custom Signed Forms
Lightning: Add Custom Signed Forms

This article was created from a Google Doc.

Updated over 3 months ago

Click the App Launcher icon

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Search "Configuration Center"

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Click Configuration Center

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Click Custom Form Configuration

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Click New

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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

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Click Save
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