Guides related to Intake Forms
Help Guides provide in-depth explanations of key features, with step-by-step detail, to help you get the most from your automation.
Intake Forms Help Guide
Intake Forms are mirror versions of parent forms that can be sent outside the organisation for completion by clients or other parties, allowing accurate data capture without requiring a Smarter Drafter license. Builders can customise Intake Forms by hiding or adjusting fields, applying branding, and linking them back to the parent form so that submitted data flows directly into the document generation process. Senders issue the form via email or link, recipients complete the questionnaire online, and the sender then resumes the form to generate the final document, reducing re-keying and ensuring accuracy.