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Configuration Basic Estimated reading: 2 minutes 122 views HTML and Hybrid template Show form before submissionWhen selected will allow the end user to view the details of the form in final PDF format before submission.Use this option if there is a legal obligation to show the client the form (usually statutory) before sending.Default: UnselectedPost form button textAllows to enter different text for the submit button in the form. Default: Submit FormNext page button textAllows to enter different text for the next button in the form. Default: NextPrevious page button textAllows to enter different text for the previous button in the form. Default: PrevSelect or enter new tagAllows to select an existing tag or enter a new tag. Entering tags in this field will display the tags in the “Templates” screen. So that it will be possible to search by tag and to view all templates with the same [one or more] tags. CategoriesAllows to associate a template with an existing category. For more information see “Categories” section. PDF template Post signed PDF to clientWhen selected will allow the end user to enter a valid email address in order to receive a signed copy of the document. Default: UnselectedMandatoryAppears when “Post signed PDF to client” checkbox is selected.When selected will require the end user to enter an email address in order to send the form.Default: UnselectedSelect or enter new tagAllows to select an existing tag or enter a new tag. Entering tags in this field will display the tags in the “Templates” screen. So that it will be possible to search by tag and to view all templates with the same [one or more] tags. CategoriesAllows to associate a template with an existing category. For more information see “Categories” section. See below an example of selected “Post signed PDF to client” field in the form: Client forms configurations OptionDescriptionAppearance OrderSet order of transaction appearance in client forms. Inputr accept number between 1 to 100. The lower the number is it will be displayed higher in the list of transactions.IconSet Icon for button that opens the transactionIcon/Button textSet text to button that opens the transaction Next - Configuration Messages & Reminders
