As a single item:

  • Go to the desired matters page
  • Click “Add a single item” and select “Prepare Form” 
  • Select a form from the dropdown 
  • Select which contact in the matter to send the form to
  • Click “Prepare form” When ready
  • Choose to “Email form link” or “Fill out the form now”

From a workflow template:

  • Go to the desired matters page
  • Click “Add a ticket or email campaign” and select the desired workflow template 
  • Find the form in the workflow template 
  • Click “Options” and select “Prepare Form” 
  • Select which contact in the matters to send the form to 
  • Click “Prepare Form” when ready 
  • Choose to “Email form link” or “Fill out the form now”

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