Form 101
In this article, you will learn: 8 New Readymade Form Templates Insurance business is all about data. Lots of data is continuously gathered from clients,
Form Basics
All information about Form Basics
Form Builder
In this article, you will learn: Templates in Form Builder Actions that you can perform in the Form module Integrate customized forms on your agency website
How to Create Custom Form?
In this article, you will learn: Steps to build a form: Creating forms has been made easier! Now you can customize the form in few
How to edit form template
Now you can edit the form templates from the form list only. Navigate to forms Click on the form list Click on the 3 dot icon
How to copy an existing form?
Now you can use the form links in email, website, presentations, webinars, etc. To make a copy of a form you’ve already created in the
How to Share Form template?
In this article, you will learn: Previously shared feature in forms Now you can share the form templates from the form list only. Navigate to forms
How to delete the form template?
In this article you will learn: Process to delete a form Multiple Delete in Forms Process to delete a form To delete an existing Form
How to view Form response?
The view response enables you to quickly access the record entities filled by the users on your forms. A click on the view button displays
Templates in Form Builder
In this article, you will learn: Steps to View Template Contact Us Form Template You can use a ready-made form template to create a form
