Select from the forms in your collection to designate as an intake form for your organisation.
Overview
The "Using Intake Forms" guide explains how to designate, test, and share intake forms within Smarter Drafter. Intake forms allow external recipients to provide necessary information, streamlining data collection and improving workflow efficiency.
Learning Outcomes
By using this guide, you will learn how to:
- Designate a form as an intake form for your organisation.
- Preview and test intake forms to ensure proper formatting and branding.
- Share intake forms with recipients via email, either blank or pre-filled.
- Follow the email link to complete and submit an intake form.
- Access and review submitted intake forms in the Submissions list.