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eForm Settings

A Closer Look at eForm Settings

Once you’ve created an eForm you can customize the settings to best suit your needs. For more information about creating an eForm, go here.

To change any of the settings, click on any of the tabs on the left side of the page. 

 

Each of the tabs on the left will change the information displayed on the right. Having selected eForm Links, the right portion of the page now displays additional information and customizable settings.

 

The Users & Security tab allows you to A) password protect your eForm, B) set an expiration date for the eForm link disabling access after a certain point, C) require user to input text (such as a name) before they can fill out the eForm, D) require user to check the box (e.g. agreeing to terms of service) before continuing to the eForm, E) requires a graphical signature before continuing to the eForm. To alter the Users and Permissions, or the eForms Groups click on the tabs to right (F).  

 

With the Users & Permissions tab you are able to grant other users varying levels of access to the eForm. You are also able to notify the users when they are added to the GroupShare.

 

With the eForm Groups tab you are able to edit the eForm Groups accessible in the Assign To field.

 

The Theme & Header tab provides you with a way to set the Theme and Header details. There are six different themes to choose from. Once you’ve made a selection, click View My Form to see how it looks. If you aren’t satisfied, choose another theme and preview it until you find a theme that suits your eForm.

The Header tab allows you to alter the presentation of the eForm. You can A) upload an image as shown below, B) add your name or company’s name, C) add a URL link (e. g. to company’s website), D) and you may also write a brief description of the eForm.

 

 

The Enhancements tab provides you a way to set the Cover Page. The cover page allows you to A) display a page title, B) enter a description, and C) enable and include a return URL so that the recipient of the eForm is automatically redirected to a website of your choosing upon completion of the form.  

 

The Notifications tab allows you to A) be notified when the eForm is submitted, B) be notified when the eForm is accessed, and C) include a PDF attachment with the notification email.

You are also able to enter an additional recipient to receive the email notifications.  

  

It is also possible to associate the eForm with a folder (red box) and use the form to capture metadata.

To learn more about Meta Data click here.   

  

The eForm Links tab presents you with a URL to distribute via email and instant messaging programs and HTML code to embed the link in a webpage.  

 

Click the Send eForm tab to select your recipients, add/change the subject line and body of the email. 

 

Finally, the Link History tab displays, when the eForm link was sent, and to whom.  

  

Still Have Questions?

If you need help or have additional questions please contact us.

 

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