An Intake Form is a mirrored version of your main (parent) form that can be sent to external recipients for completion. This guide will walk you through the steps to create an Intake Form in Smarter Drafter, enabling you to collect information from clients or other external parties.
Instructions
1. Open the Parent Form
- Begin by navigating to the Forms section in your Smarter Drafter dashboard. Locate and open the published version of the parent form that you wish to create an Intake Form for.
2. Access Settings
- In the parent form's menu, click on Settings. This will open the form’s settings panel.
3. Go to Related Forms
- Within the Settings panel, click on Related Forms.
4. Create Intake Form
- Click on Create Intake. This will open the New Intake Form pop-up.
5. Name and Alias the Intake Form
- In the pop-up, give your Intake Form a name. It's recommended to use the same name as the parent form to avoid confusion. Add a suffix to differentiate it (e.g., (Intake Form)). This will ensure easy identification of the Intake Form paired with its parent form.
6. Save the Intake Form
- After naming the Intake Form, click on Save. Your Intake Form will now be created and automatically linked to the parent form.
7. Review and Edit
- Once the Intake Form is saved, it will open. Review the form and make any necessary adjustments or customisations before sharing it. You can always return to this form to make edits or adjust settings later.
Common Issues & Solutions
- Issue: Intake Form isn’t appearing after creation.
- Solution: Ensure that you have published the parent form first. Intake Forms are created based on the parent form’s published version.