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Form Packs allow you to create a collection of: Web Documents (template based forms filled in for read only access as a PDF) Web Forms (online forms for sending and collecting all manner of data i...
To send a Custom Form Pack, use the same process as sending a Custom Form or Custom Web Form by opening the record to send from first and using the Send a Form option on the Action Menu: Along w...
For recipients to complete the Custom Form Pack, they simply click the link in the email sent (see previous Course). This will take them to the Custom Form Packs main page which will be branded wit...
To view existing Custom Form Packs sent, go to Tools & Settings > Collaboration > Custom Form Sends > Custom Form Packs You can filter this list by date and status using the Filter button at the...