Category Forms

How to convert an entry in the report to a contact

What is the Copy Link feature for a report

How to select which fields show up in the report

How to load a form report

How to convert the entry to a new contact or not convert to a new contact.

How to setup approvals

How to send a form

How to convert a .doc/.docs form

How to add a form to the contacts action button and pre-populate the fields

How to include an attachment in the PDF

How to setup the PDF template

How to use the “Copy URL” option

How to use the “Embed” feature

How to format a form

How to setup required fields in a form

How to setup form notifications

How to create a new form and explain all the fields options

How to convert a form from a form template and create a new form

Test Article for forms