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How to Create a New Form

Learn how to create a new form in Smarter Drafter Pro.

Creating a new form allows you to capture data for automation processes. This guide will walk you through the steps to create a new form and place it in the appropriate folder.

Instructions

1. Start by clicking on new form. There are two ways to do this. First is the shortcut tile on the Dashboard and second is Build > Forms New Form button on the top right 

2. Once clicked, a pop-up appears requiring a unique name a form alias and a folder it will sit in. The Form alias (a unique identifier for your form_ will automatically pre-fill based on your Form name.

3. Click Save.