Form functionality

Under Insert on the right-hand side of the form builder, the following options can be added to the form:

  • Question: define a bespoke question that will be presented to the user
  • Address: request address information in a pre-defined format
  • Esignature: request an electronic signature from the user
  • Fee Earner Selection: provide a list of Fee Earners that the user can select from
  • File Upload: request a file upload from the user
  • Text Block: define text to be presented to the user completing the form
  • Quote Table: define a set of fees to be presented to the user
Remember to save any changes before navigating away from the Form Builder.
For further guidance on configuring an InTouch form, watch our short training video!

Question

Creating a new question

  1. Under Insert on the right-hand side of the form builder
  2. Select Question
    1. Define the question
    2. Choose whether to add a description
      This allows you to provide extra information to the user completing the form.
    3. Choose where to save the answer back to on the matter:
      1. Matter Field: the information will save back to a matter's custom field.
        1. Select the associated custom field from the Matter Field list provided.
      2. Contact Field: the information will save back to a stakeholder's contact field.
        1. Select the associated contact field from the Contact Field list provided.
      3. Free Field: the information will save back to the matter under a 'No Group' category.
        1. Create a new data marker under the Data Marker field provided.
          We recommend creating Custom or Contact Fields for any data being collected.
      4. Do Not Save: the answer won't be saved to the matter or included in the form completion PDF.
        We only recommend using this when creating questions to be used in conditions.
    4. Choose a response type:
      Questions marked as Do Not Save only have response types that can be used in conditions.
      1. Checkbox: the user will be presented with a checkbox which they can tick or untick.
      2. Currency: the user will be presented with a text box which will only accept currency format.
      3. Date: the user will be presented with dropdown lists where they can provide a date, month and year.
      4. Date and Time: the user will be presented with dropdown lists where they can provide a date, month, year, hour and minute.
      5. Dropdown List: the user will be presented with a drop down list containing predefined options.
        1. Define the answers that should be presented to the user within the Options section.
          1. Use the cross icon to remove an option.
          2. Use the arrow icon to reorder the options.
        2. Choose whether you would like to add an "Other" option.
        This allows a user to enter an alternative answer outside of the options provided to them.
      6. Email Address: the user will be presented with a text box which will only accept a valid email address.
        1. Choose whether an email should be sent to this address once the form has been submitted.
          If the form is configured to require a review, this email won't be sent until the form submission is accepted on the matter.
        2. Choose which email template should be sent to this address.
          For guidance on the type of data markers that should be used in automated emails, please see our Data Marker help document.
      7. Multiselect: the user will be presented with a list of predefined options, where they can select more than one as their answer.
        1. Define the answers that should be presented to the user within the Options section.
          1. Use the cross icon to remove an option.
          2. Use the arrow icon to reorder the options.
        2. Choose whether you would like to add an "Other" option.
          This allows your user to enter an alternative answer outside of the options provided to them.
      8. Number: the user will be presented with a text box which will only accept numbers.
      9. Phone Number: the user will be presented with a text box which will only accept a valid phone number.
      10. Radio: the user will be presented with a list of predefined options, where they can only select one as their answer.
        1. Define the answers that should be presented to the user within the Options section.
          1. Use the sticky note icon to add a note against the option.
          2. Use the cross icon to remove an option.
          3. Use the arrow icon to reorder the options.
        2. Choose whether you would like to add an "Other" option.
          This allows your user to enter an alternative answer outside of the options provided to them.
      11. Text - Multiline: the user will be presented with a text box which will accept a paragraph of text.
      12. Text - Singleline: the user will be presented with a text box which will accept a line of text.
      13. Yes/No: the user will be presented with the option of answering Yes or No.
    5. Choose whether the question should be compulsory to answer

Address

An Address question allows you to collect address information from a user.

The user will be able to search for the address using a postcode, or enter the details manually.

Creating a new address question

  1. Under Insert on the right-hand side of the form builder
  2. Select Address
    1. Define the question E.g. What is your correspondence address?
    2. Choose whether to add a description
      This allows you to provide extra information to the user completing the form.
    3. Choose where to save the answer back to on the matter
      1. Matter Field: the information will save back to a matter's custom field.
        1. Select the associated custom fields from the Matter Field list provided.
          This should be used for matter specific information such as the property address.
      2. Contact Field: the information will save back to a stakeholder's contact field.
        1. Select the associated contact fields from the Contact Field list provided.
          This should be used for stakeholder specific information such as correspondence details.
    4. Choose whether the question should be compulsory to answer

Esignature

An esignature allows you to collect an electronic signature from the user completing the form.

The signature will be saved within the form completion PDF returned to the matter.

Creating a new esignature

Only one esignature can be added per form.
  1. Under Insert on the right-hand side of the form builder
  2. Select Esignature
    1. Define the question E.g. Please sign to confirm your instruction
    2. Choose whether to add a description
      This allows you to provide extra information to the user completing the form.
    3. Choose whether the Esignature should be compulsory to answer

Fee Earner Selection

A fee earner question allows the user to choose or change the assigned fee earner of the matter.

Creating a new fee earner question

Only one Fee Earner question can be added per form.
  1. Under Insert on the right-hand side of the form builder
  2. Select Fee Earner Selection
    1. Choose whether to add a description
      This allows you to provide extra information to the user completing the form.
    2. Choose whether the question should be compulsory to answer

File Upload

A file upload question allows the user to upload files to the matter.

The files uploaded must adhere to our supported file types.

Creating a new file upload question

  1. Under Insert on the right-hand side of the form builder
  2. Select File Upload
    1. Define the question E.g. Please upload proof of funds
    2. Choose whether to add a description
      This allows you to provide extra information to the user completing the form.
    3. Choose to apply labels to the uploaded files
      Add up to 3 labels to the files to help organise them on the matter.
    4. Choose whether at last one file should be compulsory to upload

Text Block

A text block allows you to provide extra information to the user.

Use data markers and helpers to personalise the text displayed.

Text blocks can be configured to appear anywhere within a form.

Creating a new text block

  1. Under Insert on the right-hand side of the form builder
  2. Select Text Block
    1. Insert the desired text
      Use the top ribbon to format your text and insert data markers.

Quote Table

Quote tables allow you to define a set of fees to be presented to the user.

Creating a new quote table

Only one quote table can be added per form
  1. Under Insert on the right-hand side of the form builder
  2. Select Quote Table
  3. Define the fees

Editing an item

To amend any of the items above

  1. To edit:
    1. Hover over the item
    2. Select Edit
    3. Make the required amendments
      If an item is associated with a data marker, the item can not be changed after it's been saved.
    4. Select Done
  2. To reorder:
    1. Hover over the item
    2. Select the arrow icon on the left-hand side
    3. Drag to the desired position
  3. To delete:
    1. Hover over the item
    2. Select Edit
    3. Select Delete

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