Configuration

Configuration of the template includes the following tabs:

• Basic configuration: show form before submission, text for general buttons, categories for the template, etc.

• Messages & Reminders: client messages that go out of the application, text messages and emails throughout the life cycle of the form.

• Workflow: multiple recipients workflow, definition of different roles in the form while everyone can have a different experience.

• Templates sequence: definition of a triggering action (sending another form) when this form is sent by the client.

• Javascript & Stylesheet: options for developers [Extensions].

• Errors: definition of custom error messages.

• Custom PDF template: definition of a unique header and footer for PDF final form.