Form Builder

Guide to Sharing Forms Using URL Link
In this guide, we'll explore two simple methods to share forms with potential clients even before they gain portal access. Note: This feature is onl...
Wed, 1 May, 2024 at 8:27 AM
How to Reassign a Form Response
Note: Before proceeding with the reassignment of a form response, it's important to note that this action is advised for handling duplicate profiles. ...
Mon, 29 Apr, 2024 at 1:23 AM
Password Set up in Forms
We’ve added a new password option for intake forms. This change helps stop the creation of duplicate accounts, especially for new users. This update also el...
Fri, 16 Aug, 2024 at 9:42 AM
How to Manage Form Categories
This guide will help you check, edit, add, or archive form categories. Categories determine where your forms appear on your landing page.  How to Check a ...
Mon, 10 Mar, 2025 at 6:37 AM