Form functionality

Under Insert on the right-hand side of the form builder, the following options can be added to the form:

Question: define a bespoke question that will be presented to the user
Address: request address information in a pre-defined format
Esignature: request an electronic signature from the user
Fee Earner Selection: provide a list of Fee Earners that the user can select from
File Upload: request a file upload from the user
Text Block: define text to be presented to the user completing the form
Quote Table : define a set of fees to be presented to the user

Question

Creating a new question

Under Insert on the right-hand side of the form builder
Select Question
Define the question
Choose whether to add a description

Choose where to save the answer back to on the matter: 1. Matter Field: the information will save back to a matter’s custom field.
1. Select the associated custom field from the Matter Field list provided. 2. Contact Field: the information will save back to a stakeholder’s contact field.
2. Select the associated contact field from the Contact Field list provided. 3. Free Field: the information will save back to the matter under a ‘No Group’ category.
3. Create a new data marker under the Data Marker field provided.
  We recommend creating Custom or Contact Fields for any data being collected.

4. **Do Not Save:** the answer won't be saved to the matter or included in the form completion PDF.

  :::caution
  We only recommend using this when creating questions to be used in [conditions](https://help.intouch.cloud/article/k6tiknjz6u/).
  :::

4. Choose a response type:

1. **Checkbox:** the user will be presented with a checkbox which they can tick or untick.
2. **Currency:** the user will be presented with a text box which will only accept currency format.
3. **Date:** the user will be presented with dropdown lists where they can provide a date, month and year.
4. **Date and Time:** the user will be presented with dropdown lists where they can provide a date, month, year, hour and minute.
5. **Dropdown List:** the user will be presented with a drop down list containing predefined options.
  1. Define the answers that should be presented to the user within the **Options** section.
    1. Use the cross icon to **remove** an option.
    2. Use the arrow icon to **reorder** the options.
  2. Choose whether you would like to add an "**Other**" option.
  :::tip
  This allows a user to enter an alternative answer outside of the options provided to them.
  :::
6. **Email Address:** the user will be presented with a text box which will only accept a valid email address.
  1. Choose whether an email should be sent to this address once the form has been submitted.
        :::tip
        If the form is configured to [require a review](https://help.intouch.cloud/article/ph6d5c6hrs-form-reviews), this email won't be sent until the form submission is accepted on the matter.
        :::
  2. Choose which [email template](https://help.intouch.cloud/article/exti1owkcw-creating-a-new-email-template) should be sent to this address.
        :::note
        For guidance on the type of data markers that should be used in automated emails, please see our [Data Marker help document](https://intouch.helpdocs.io/article/9rda27ll91/preview).
        :::
7. **Multiselect:** the user will be presented with a list of predefined options, where they can select more than one as their answer.
  1. Define the answers that should be presented to the user within the **Options** section.
    1. Use the cross icon to **remove** an option.
    2. Use the arrow icon to **reorder** the options.
  2. Choose whether you would like to add an "**Other**" option.
        :::tip
        This allows your user to enter an alternative answer outside of the options provided to them.
        :::
8. **Number:** the user will be presented with a text box which will only accept numbers.
9. **Phone Number:** the user will be presented with a text box which will only accept a valid phone number.
10. **Radio:** the user will be presented with a list of predefined options, where they can only select one as their answer.
  1. Define the answers that should be presented to the user within the **Options** section.
    1. Use the sticky note icon to add a **note** against the option.
    2. Use the cross icon to **remove** an option.
    3. Use the arrow icon to **reorder** the options.
  2. Choose whether you would like to add an "**Other**" option.
        :::tip
        This allows your user to enter an alternative answer outside of the options provided to them.
        :::
11. **Text - Multiline:** the user will be presented with a text box which will accept a paragraph of text.
12. **Text - Singleline:** the user will be presented with a text box which will accept a line of text.
13. **Yes/No:** the user will be presented with the option of answering Yes or No.

5. Choose whether the question should be compulsory to answer

Address

An Address question allows you to collect address information from a user.

The user will be able to search for the address using a postcode, or enter the details manually.

Creating a new address question

Under Insert on the right-hand side of the form builder
Select Address
Define the question E.g. What is your correspondence address?
Choose whether to add a description

Choose where to save the answer back to on the matter 1. Matter Field: the information will save back to a matter’s custom field.
1. Select the associated custom fields from the Matter Field list provided.
  This should be used for matter specific information such as the property address.

2. **Contact Field:** the information will save back to a stakeholder's [contact field](https://help.intouch.cloud/article/iqyean99lh-creating-a-new-contact-field-definition).

  1. Select the associated contact fields from the **Contact Field** list provided.
        :::tip
        This should be used for stakeholder specific information such as correspondence details.
        :::

4. Choose whether the question should be compulsory to answer

Esignature

An esignature allows you to collect an electronic signature from the user completing the form.

The signature will be saved within the form completion PDF returned to the matter.

Creating a new esignature

Under Insert on the right-hand side of the form builder
Select Esignature
Define the question E.g. Please sign to confirm your instruction
Choose whether to add a description

Choose whether the Esignature should be compulsory to answer

Fee Earner Selection

A fee earner question allows the user to choose or change the assigned fee earner of the matter.

Creating a new fee earner question

Under Insert on the right-hand side of the form builder
Select Fee Earner Selection
Choose whether to add a description

Choose whether the question should be compulsory to answer

File Upload

A file upload question allows the user to upload files to the matter.

Creating a new file upload question

Under Insert on the right-hand side of the form builder
Select File Upload
Define the question E.g. Please upload proof of funds
Choose whether to add a description

Choose to apply labels to the uploaded files

Choose whether at last one file should be compulsory to upload

Text Block

A text block allows you to provide extra information to the user.

Use data markers and helpers to personalise the text displayed.

Creating a new text block

Under Insert on the right-hand side of the form builder
Select Text Block
Insert the desired text

Quote Table

Quote tables allow you to define a set of fees to be presented to the user.

Creating a new quote table

Under Insert on the right-hand side of the form builder
Select Quote Table
Define the fees

Editing an item

To amend any of the items above

To edit:
Hover over the item
Select Edit
Make the required amendments

Select Done
To reorder:
Hover over the item
Select the arrow icon on the left-hand side
Drag to the desired position
To delete:
Hover over the item
Select Edit
Select Delete