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How to Hide Sections from the Recipient in an Intake Form

Learn how to hide sections from the recipient in an intake form in Smarter Drafter Pro.

When using an Intake Form there may be sections that you don’t want the recipient to see or complete. This feature allows you to hide specific sections from the recipient while still retaining them for the sender's review and finalisation. This guide will show you how to hide sections in an Intake Form.

Instructions

1. Open the Parent Form

  • Start by navigating to the Forms section in your Smarter Drafter dashboard. Open the published version of the parent form that is linked to the Intake Form you want to edit.

2. Access Settings

  • In the parent form’s menu, click on Settings to open the settings panel.

3. Go to Related Forms

  • Within the Settings panel, click on Related Forms to access the linked Intake Form.

4. Open the Intake Form

  • In the Related Forms section, find and click on the Intake Form to open it for editing.

5. Locate the Section to Hide

  • In the Intake Form, identify the section that you want to hide from the recipient. Each section of the form has an option to toggle visibility.

6. Enable the Hide All Feature

  • To hide a section, click on the Hide All slide switch located at the top of the section. When this feature is enabled, the entire section will be hidden from the recipient, and it will appear shaded in orange to indicate that it is hidden. The recipient will not be able to see or fill out any of the fields in this section.

7. Save Changes

  • After enabling the Hide All feature, click Save to apply the changes to the Intake Form. The hidden section will not be visible to the recipient, but will remain accessible to you as the sender when finalising the form.

8. Review Hidden Sections

  • When the recipient submits the Intake Form, the hidden sections will be revealed to you, allowing you to complete the form and generate the document.

Common Issues & Solutions

  • Issue: Recipient still sees the hidden sections.
  • Solution: Ensure the Hide All slide switch is enabled for the section. Double-check that the section has been saved after hiding it.
  • Issue: Hidden sections are not appearing for the sender when finalising the form.
  • Solution: After the recipient submits the Intake Form, hidden sections should be visible to the sender. If they are not showing, try refreshing the page or reopening the form.