View this help article to see how to add a new element to your form template.
Single line text field with options to set the minimum and maximum allowed characters.
Multi line text field with option to set the height in rows.
Field that only allows numbers with options to set a minimum and maximum allowed value and the option to enable or disable decimal numbers.
Field that only allows numeric values that will be automatically formatted as currency.
Field that allows an option to be selected from a dropdown. You may configure the allowed items for the dropdown. When needed, use the advanced editor to configure the numeric value associated with each item of the dropdown. This is very useful when using the value for calculated fields or for conditional visibility of other elements. If you want your clients and prospects to have the option of typing a custom value not present in the dropdown, enable the “Allow typing of custom values” option.
Field that allows a group of radio toggles or checkboxes. Radio toggles will allow only one option to be selected while checkboxes will allow multiple options to be selected. You may configure the allowed items for the group. When needed, use the advanced editor to configure the numeric value associated with each item of the group. This is very useful when using the value for calculated fields or for conditional visibility of other elements. You can show all options inline or display one option per row.
Field to allow the input of phone numbers. It allows the selection of a country code and will automatically format and validate the phone number added.
Field to allow the input of email addresses. It will validate the format of the email automatically.
Group of fields to capture all the components of an address. It allows disabling certain parts of the address such as address lines, city, postal code, state, and country.
Field to allow the input of a percentage value with options to set the minimum and maximum allowed value as well as an option to enable or disable decimal values.
Field to capture a date. It shows a calendar when clicked and will automatically validate and format the selected date.
Field to capture a year. It shows a calendar when clicked and will automatically validate the year selected.
Calculated fields do not allow the user to input a value. Instead, they perform a series of calculations using values from other elements. You can select to hide the calculated field by setting its visibility to hidden. Calculated fields will have one of three types: text, numeric and currency. Depending on the type, the operations available are different. Text calculated fields will allow you to join text elements together as well as calculate an age based on a date field. Numeric and currency fields will allow you to sum, subtract, multiply and divide numeric values. You can nest multiple operations together in the calculations editor.
Field to capture sensitive information such as social security numbers. It allows selecting the minimum and maximum allowed characters as well as the amount of characters to display unencrypted. When a value is added to this field, it will automatically be encrypted in the system. The user’s password will be required to decrypt the value and see it in full.
Field to allow the upload of documents.
Field to capture images/photos. It allows the upload of an image file and will show that image resized to fit the current size of the element.
Electronic signatures are available in templates with high security level only. An e-signature element will allow the client or prospect to draw or type their signature. Each e-signature element may apply to the entire template, only to the page where it is added or only to the group where it is added. Depending on this option, the generated signed document will include the content to which the signature applies. Your clients and prospects will have the ability to download the signed document after they complete the engagement.
Textbox (graphical element)
Element that allows the input of text. The content editor for this element allows simple formatting such has headings, sub-headings, text alignment, bold, italic, lists, etc.
Image (graphical element)
Element to upload and display an image. This element will only display the image and does not allow uploads by the client or prospect.
Document download (graphical element)
Element to allow the download of a document by the client or prospect.
Logo / Photo (graphical element)
Element to display your firm’s logo or your user photo.
Video (graphical element)
Element to embed a video. You can embed one of our default videos or paste a link to a video from Youtube, Wistia, Vimeo or any video available over standard HTML5 video players.
Button (graphical element)
Element to display a button that opens an external link. You will be able to configure the color and label of the button as well as the external link you wish the button to open.
Badge (graphical element)
Element to display a value in a badge. You will be able to configure the shape and color of the badge and select the source element that contains the original value to display. This element works very well in conjunction with calculated fields to show scores or grades calculated based on a series of answers from your client or prospect.
Calendar App (graphical element)
Element to display the advisor's signature. Available inputs to add your signature are typing, drawing, or you can upload an image of your signature.