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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

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