Customisable forms
Build forms to collect client information, add them to workflows, and use example templates.
By Ula and 1 other2 authors5 articles
- What are Customisable Forms?An overview of Legl's Customisable Forms — what they are, what they do, and how they fit into your client workflows.
- How to create a customisable formLearn how to build a customisable form in Legl, including sections, question types, document requests, and visibility logic.
- How to add a document request to a customisable formLearn how to add required, optional, or conditional document requests to a customisable form, and how to collect more than one file.
- How to add a customisable form to multiple workflowsLearn how to assign a customisable form to one or more workflows at once, directly from the form builder.
- Customisable Forms — Templates and ExamplesReady-to-use templates for building Customisable Forms in Legl, including suggested questions and field types you can adapt.