Important Note: Contact Forms cannot be added to mini-sessions, projects, or documents. However, non-contact forms like Release Forms or Questionnaires can be added to a mini-session, booked session, project, or document.
This article covers how to add a form or questionnaire that you’ve created to a document.
See Also:
- To attach a client’s form submission: How Can I View the Answers to a Form or Questionnaire?
Add a Form To A Document
Step 1: Create or Open Your Document
Go to the Documents page.
Create the document you need in the Create a Document section, or click on the document in the Recent Documents section that you want to add a form to.
Step 2: Add the Form
Click on the + Add Page button above the page's upper left corner.
The Add a Page box will pop up.
Click on the Form option on the Add a Single Page tab.
From the Select a Form box, click on the form you want to add, e.g., the Model Release form.
After selecting a form, it will be added as a page to your document.
When you send the document to your client, they will receive an email with a link inviting them to view your document and fill out the form.
Note: In the Document Builder, you can edit the text and design of a Form or Questionnaire, but you cannot add a field or edit the field settings.
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