To create a new form template, press the “+” button on the top right corner of the my templates section under Form Templates

You will then be prompted to choose a Thumbnail image for the form template (seen internally only), a Title, Description, Category and the security level.

Template Categories

Template security

 

High security level templates

These templates, when used to engage a client or prospect, will require authentication. High security level templates allow for electronic signatures and will be automatically prefilled with the latest data from the client/prospect account profile. When customizing these templates, you will be able to connect elements to any dataset element available.

Low security level templates

These templates will not require any type of authentication. Because of this, they cannot be electronically signed and will also not prefill with data from the client/prospect account profile. When customizing these templates, you will only be able to connect elements to dataset elements having a low security level.


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