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Are Electronic Signatures legally accepted?
Electronic Signatures have been legal in most countries and states for many years now - Please check your local laws for confirmation of this.
Data Security
Do the form templates comply with insurance requirements? Our form templates are designed to save time for our customers, but it is down to each individual customer/business to ensure the forms meet the legal requirements in their location, as well ...
Check your mandatory field settings
Form fields can be set to mandatory or optional, depending on your requirements. To check the mandatory field settings you will need to go to Form Manager > Click on the cog next to the form > Form Builder > Click on ‘Edit’ next to a field > ...
What is a ‘Form Field’?
A form field is any field that is on a form template. For example, a text field, date field, time field, text area, picklist, check box, radio button, photo, image, signature are all form fields.
How to request a change
You may need to request a change if a client has entered incorrect information on the form. To request a change you will need to go into Submitted Forms, click on the cog next to the form, and click on 'Request Changes' - If there is more than one ...