Lightning: Add Signature Forms to Intake Forms

  • Click the App Launcher icon


  • Search "Configuration Center"


  • Click Configuration Center


  • Click the Intake Form Configuration section


  • Fill in the desired form title and text - You can copy and paste form text from your current PDFs or Word documents.
    Use special tags for special fields:
    "{Contact.Name}" - Inserts Contact Name
    "{___}" - Inserts Text field
    "{_x_}" - Inserts Checkbox


  • After filling out all the forms, scroll to the end of the Intake Form Configuration Center and click "Save Intake Form Config" button. (Save frequently so the browser doesn't timeout on you!)

Feedback and Knowledge Base