Forms & Links 🔗
Learn how to get the most out of SALT's Forms and Links.
- Forms 101: Getting Started
- 📝 Live Intake | Collect Client Info in Real Time
- Using 'Notes' Step to Add Your Own Questions
- Customizable Coverage Options
- Links 101: Getting Started
- Forms No Longer Supported
- Tracking Referral Sources
- Form & Link Settings
- Duplicating Forms
- Form Branding & Customization
- Creating 'Referral Partner' Forms
- 'Renters' Form Recommendations
- Adding & Removing Form Steps
- Form Branding (Themes, Padding, and more!)
- Archiving/Deleting Forms
- Embedding SALT Forms
- Creating a Document Upload Form (Manual Collection)