Skip to content

Lightning: Add Custom Signed Forms

  • Click the App Launcher icon

  • Search "Configuration Center"

  • Click Configuration Center

  • Click Custom Form Configuration

  • Click New

  • 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

  • Click Save

Feedback and Knowledge Base