Forms

The Forms node is the part of the SmartFlow that presents the signee with questions or information to fill in. The information can then be rendered in the document that the signee will sign. 

If the SmartFlow does not have a form, the signee will first see the start screen and then proceed directly to signing a document.

A SmartFlow can have multiple forms. When a SmartFlow has multiple forms the signee will first see the start screen, followed by each form in order. Each form has navigation buttons to "continue" and "go back".

Add a form

To add a form to the SmartFlow click the "Add form" button in the SmartFlow.

Choose a name for the form and write it in the title section. If you want, you can also add a subtitle. Click "Start adding elements".

The form editor is composed of two different panels, the preview panel to the left and the edit panel to the right. The title of the form is shown at the top along with a button to open the form settings.

Add an element

To add an element to the form click the "+Add element" button on the preview panel and choose a element type. 

Write the question in the top field on the editor panel. The element fields differ between different element types although most include the following fields:

• Title
  
  • The only required field. Here you write the question the signee must answer.
• Description
  • Optional text to include more directions to the signee about the question.
• Tooltip
  • Optional text to include even more directions to the signee about the question that will appear behind an info bubble.
• Type 
  • The question format. This can be changed for some question formats but for others the question must be deleted and a new question created with the alternate question format.
• Required checkbox
  • When ticked the signee must answer this question, if unticked the signee can choose whether to answer the question or not.
• Placeholder
  • Optional text that appears in the input field for the signee, until they start writing the answer.
• Advanced field settings
  • Data key
    • The unique key for the question. Used when delivering the information from the SmartFlow via Integration, API or Webhook.
• Other fields
  • For other fields, see element types to learn more about fields relating to a specific element type.

The only field that must be filled in is the title. All other fields are optional. All elements are by default set as required, but can be changed to optional by clicking the "This field is required" checkbox.

Elements can be deleted by clicking the trashcan icon in the top right corner on the editor panel.

To add a second element in the form. Click "+Add element" button in the preview panel.

Elements can be rearranged by dragging them on the preview panel.

Add another form

To add another form to the SmartFlow click the "+Add form" button on either side of the existing form page.

The forms can be rearranged by dragging them within the SmartFlow Designer.

Form settings

You can access the form settings in the settings wheel at the top of the preview panel. 

Here you can:

• Change the title and subtitle of the form
• Add conditional logic for this form
• Delete the form

Next: Document template ➜