To configure a Form's settings:
From your SALT dashboard, select the Forms tab.
Tap the Settings option on the Form card you'd like to adjust the settings on.
Below, you'll find a brief description of each field you're able to adjust from the "Settings" section of each Form.
Name — Use an internal label to help you and your team identify a specific Form.
Assignment — Choose which employee is assigned to receive submissions received from this form, and create tags that will be applied to each submission.
Templates — Choose which question, confirmation, and reminder template you'd like this form to use.
Notifications — Choose who will be notified when submissions are received via this form.
Branding — Set custom branding options for this form. The form will use the agency's brand if left unchanged.
Referrals — Add a referral partner logo or introduction to co-brand your form.
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.