Training and Guides

Getting Started

An overview of Forms Live

How to integrate your Forms Live account with your CRM

What does the ! exclamation mark mean in Forms Live?

How to add your company logo to your Forms Live forms

How to add users to your Forms Live account

Creating and Using Forms

How to create a form in Forms Live

How to select and use a form in Forms Live

How to find a form and search in Forms Live

How to create a related form in Forms Live

How to transfer forms from one user to another in Forms Live

Editing Forms

How to change the name of a form in Forms Live

How to duplicate a form in Forms Live

How to delete a form in Forms Live

Adding and Editing Extra Information to Your Forms

Templates, snippets and annexures – 3 ways to add information in Forms Live

How to add an annexure in Forms Live

How to attach a file or attachment to your forms in Forms Live

How to print or email a form with an attachment in Forms Live

How to download an attachment that has been connected to a form in Forms Live

How to delete an attachment from a form in Forms Live

How to create clauses or snippets in Forms Live

Sharing Forms

How to email and share forms in Forms Live

How to finalise a form in Forms Live

How to download and print forms in Forms Live

Signing Forms

Three ways to sign a form or document on Forms Live

What are the electronic signature options in Forms Live?

How to create a Sign Here tab in Forms Live

How to set up Sign on Screen

How to connect DocuSign to Forms Live

How to get your form signed remotely

Account levels and maintenance

How to add users in Forms Live

How to edit users in Forms Live

How to delete users in Forms Live

What is a Principal user in Forms Live?

How to transfer forms from one user to another

How to reset or change your password in Forms Live

Third party integrations

How to access a token for third party integrations