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, 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 Prospect Portal group:
If you have already created a form in the Documents area but want to move it to Client Portals, follow these steps:
1. right click -> Move
2. select "Portals", then the chosen Client Group, then Shared, then Forms
3. to move a form to Prospects, open the form in Documents, click "copy to clipboard", the navigate to Prospect, open a blank form and select "paste from clipboard".
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.
The types of widgets that are available in forms that are in Documents:
The types of widgets that are available in forms that are in Prospects or Portals:
Here is the description of the available widgets:
Static text - use this field to provide instructions or upload an image with an instruction
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)
Signature - place where the signature field should be placed in case you want the form to be signed
Contact - this widget lets the portal user to fill out contact information which will be syncronised with your contact sheet automatically
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