Using Forms

You can add a form to your document in the same way as you add a custom section.

Documents can have multiple forms.

1. Go to your document and hover over the section close to where you would like to add your form.

2. Click [Add+] button.

3. Select the 'Form' option.

4. You now have a 'Form' section

5. Click the [+] to expand the 'Form' block which will add the form to your document.

6. Give your 'Form' a title. Eg. Direct Debit Confirmation.

7. Next click [+Add field]

8. You then need to 'Create a Label' and choose a 'Type' for the customer to answer with.

Using a Direct Debit Confirmation example, here it is completed first in the edit screen

and second on the document itself

The more button allows you to delete and move the fields up or down.

You can change the width of this section. See Changing the width of your sections guide for more help.