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 project or booked session (within a mini-session).
See Also:
- To attach a client’s form submission: How Can I View the Answers to a Form or Questionnaire?
Step 1a: Go to Your Project
For booked sessions, jump to Step 1b: Go To Your Mini-Session.
Go to the Project Overview page.
Open the Project that you want to add a form to (in the scrollable list on the left side of the screen).
From the Project details, scroll down to the Forms section and click on the blue circle with a plus icon.
Step 1b: Go to Your Mini Session
Go to the Project Overview page.
Open mini-session that you want to add a form to (in the scrollable list on the left side of the screen).
When your Mini-Session loads, click on the booked session that you want to add a form to.
From the booked session details, scroll down to the Forms section and click on the blue circle with a plus icon.
Step 2: Share the Form
From the Share Form box, click on the form you want to add.
After choosing a form, click on the Send Email Invitation button to send your client a link.
A green form was successfully sent message will pop-up in the lower right corner.
The form will be listed in the Forms section of your project or booked session details.