To engage a client or prospect account with a Form, select the desired account and then click the “Engage” button in the Account details panel. Select “with a Form” in the dropdown menu.
The first step to engage with a Form is selecting the Form template to use. The list will present the latest 5 templates used as well as the 5 latest templates you created or installed. If the template you want to use is not present, use the search bar at the top to find it.
The second step will allow you to customize the description of the engagement. The description is internal and will not be seen by your client or prospect. Use it to easily identify the engagement later on. If the engaged account includes a co-client, you will be able to select the Primary contact. The Primary contact is the one used by the system to pre-fill the engagement whenever possible. It is also the contact that will receive the engagement. In some cases, you may want to give permission to a secondary contact (usually the co-client) to access the same engagement. If so, check the Secondary contact option.
You'll also want to select your authentication method. It defaults to select Password authentication.
Finally, select if you wish to send the engagement immediately or if you want to review and edit it before sending. When selecting to send immediately, you’ll be given the option to customize the email messages.
Keyword: Engagement, pre-fill, secondary contact, engage co-client