You can create your own forms in MyDocSafe and use them in a number of ways. This article helps you get started.
First, ask yourself a question: how do you want your clients to use the form?
1. If you would like to place it on your website or send requests to fill the form by email or as part of a workflow, then place your form in the Documents area:
2. If you would like to offer forms in client portals, go to the preferred Client Group, go to Form Templates and create your form there:
3. If you would like to offer forms as part of your client onboarding process, place your form in the Proposal In-take forms area:
If you have already created a form in the Documents area but want to move it to another, follow these steps:
1. right click -> Move
2. for portals or Proposals - navigate to the root directory, find the 'Portals' icon and click on it.
3. find the Client Group you want, then Shared, then Forms
also see this article.
Next, start building your form
You can build your form from scratch by clicking on the widgets you require one by one.
Static text - use this field to provide instructions
Short text - create a question that requires an answer that can fit into a single line of text
Email - ask for email address
Number - ask for a number
Date - ask for a date
Long text - create a question that requires an answer that can needs several lines of text to answer
Checkboxes - create a question with several pre-defined answers where 1 or more answers can be selected
Multiple choice - create a question with several pre-defined answers where only 1 answer can be selected
Yes/No - create a question which requires a yes or no answer
File upload - request a file
Video - embed a video
Address - address lookup (we use Google address lookup). Premium options are available.
Phone - ask for a phone number (checks for phone format)
Country - ask for a country
Company lookup - ask for company details (sources available: Companies House in the UK and Singaporean government sources)
Section - a collection of questions
Grid - a table with multiple columns, each column can be a different type of question
ArrayChooser - an advanced widget used to reference a list of user defined answers (enterprise plans only)
Formula - an advanced widget used to make calculations, ex. to create a risk score of a client (enterprise plans only)
Alternatively, you can use 'import from template' button to see what types of forms we have already built and after saving it, preview it in another window to see what they look like.
For advanced topics see further articles:
Sending forms
1. From Documents - double click on the form, click 'Share', select the method and send
2. From Portals - go to a specific portal, click on Forms, then '...' -> Request information
3. From Proposals - add the form in to a new Proposal