Each form has specific settings that can be configured to your agency's needs.
To Configure Form Settings:
Navigate to the Forms section.
Select the form you'd like to configure.
Tap the
Settings
tab indicated by the red arrow in the screenshot below.
Below, you'll find a brief description of each field you're able to adjust from the "Settings" tab within a form.
Branding — Set a custom branding logo for this specific form. If no image is entered here, the form will default to the brand set in the agency-level Settings.
Assignment — Choose which employee is assigned to receive notifications for submissions linked to this form, and create tags that can be applied to each submission.
Access — Choose who in your agency can view, edit, and use a specific Form.
Embed — Get an embed code to provide to your web developer to host this form on your website.
Open Graph — Customize the social details displayed when this form is shared via social platforms or SMS messages.