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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: Unselected
Post form button textAllows to enter different text for the submit button in the form.
Default: Submit Form
Next page button textAllows to enter different text for the next button in the form.
Default: Next
Previous page button textAllows to enter different text for the previous button in the form.
Default: Prev
Select 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: Unselected
MandatoryAppears 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: Unselected
Select 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:

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