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Navigation Menu

A built-in menu PreciseFP Users as well as Clients/Prospects can use to easily navigate throughout the Form Engagement (Form Engagements Only)

Overview

Enabled by default when creating a new template, the Navigation Menu is a feature in your Form Templates you can enable or disable depending on your preferred engagement experience.

This feature can be toggled per template within the Template Editor, specifically when editing your template's Themes settings under the 'General' section.

When enabled, the Navigation Menu appears as a hamburger button (≡) in the upper left-hand corner of the engagement next to the title of the current page.

This is clickable only in Preview or in a From Engagement, and will not work when clicked in the Template Editor directly

When clicked, it reveals a table of pages that can be interacted with to navigate to that page:

Please note, if you have mandatory elements set with the 'Prevent navigation when validation fails' option enabled on your template, these will still be enforced once the recipient lands on this page, or if they try to click 'Finish' at the end.

Toggling the Naviation Menu On/Off

When accessing Themes directly in the Template Editor, it will appear as so:

When accessing Themes via Preview in the Template Editor, it will appear as so:

Also available in the Themes Editor under Other Settings is the ability to toggle your Company Logo and/or Company Contact Information from appearing at the top of the opened Navigation Menu. This information pulls from Settings > Teams.

With Logo and Contacts enabled:


With Logo and Contacts disabled:


Please note that the 'Start', 'Next', and 'Finish' buttons used for navigation in the bottom right of the Form Engagement / Form Template will always be visible regardless of the settings for the Navigation Menu


Keywords: Navigation Menu, Hamburger Menu, Themes, Template Editor

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