If you select this checkbox, then when a Customer goes to fill in the form, if they have previously already completed this form, the new form will be prefilled with their previous responses
Enter any information for your own internal reference
Enter Form instruction. These will appear at the top of the Form and also in the Form request email
Select from: Open - Once the Form is submitted, it can be opened and edited Secure - Once the form is submitted, it can no longer be edited, only viewed (In or order to comply with certain privacy legislation, there is now the option to unlock a locked form)
Allow Customer Send Copy
If you select this checkbox, then when a Customer completes their own form via the mini site, they have the option to email themselves a copy
You may choose to enable the Consent section. This means that your customer will be required to select a consent checkbox in order to submit the form. The form with then appear in their customer file with a Consent Accepted label.
Select this checkbox to enable the consent feature
Enter the title of the consent eg 'Data collection consent'
Enter the content 'We collect your data in accordance with privacy legislation'
Consent Accept Label
Enter the accept checkbox label eg 'I accept'
You will now see an option to +Add Items (questions, text etc) to your Form
To add an item to your form, click +Add Item
You are able to add the following items to your form: