Form automation

Automation enables the automatic completion of tasks that would otherwise be done manually.

Within an InTouch form, the following automation can be applied:

  • Providing form access through email templates
  • Chaining multiple forms together
    • Through a current form
    • Through an email template
  • Opening new matters

Providing form access through email templates

Forms can be embedded into email templates to provide access to your stakeholders.

  1. Within a form builder, copy the link on the left-hand side of the page under the text:
    "Use the following snippet in email & document templates and even within a different form to give the receiver a link to this form"
  2. Paste the link into your template, using either:
    1. A hyperlink: 
      1. Highlight the text you’d like users to click on to lead them to the form
      2. Select the link icon from the text editor options
      3. Paste the link to the form in the URL field
        1. Optional: Choose to add a ‘Title’ which appears when the user hovers over the link eg. 'Click to view'
        2. Optional: Select if you’d like the link to open in a new window
      4. Save
    2. A button:
      1. Select the <> icon on the text editor (you may need to select '...' to display this icon)
      2. Paste the following code into the desired place on the template:
        <p><a class="btn-primary" href="URL LINK taken from the widget page">Text you’d like users to click on</a></p>
      3. Edit the sections in bold, as described
      4. Save

Chaining multiple forms together

Forms can be linked together so that they are automatically provided to a stakeholder on completion of the first form.

This is great when onboarding a client!

Within a current form

This functionality is not available within our Legacy Forms. Use our latest form builder for additional configurability within your forms.
Through a button
  1. Within the final step of a form, select Chain Form
  2. Choose which Form you would like the stakeholder to complete next
  3. Define the text you would like presenting to the user

On completion of the form, the user will be presented with a link to access the second form that requires completion.

  1. Create a text box within the form
  2. Highlight the text you would like users to click on to lead them to the form
  3. Select the link icon from the text editor options
  4. Paste the link to the form in the URL field
  5. Define the text to display

Within an email template

  1. Within the first form, ensure it's configured to email the associated stakeholder
    Legacy Forms can only be set to email the matter's primary client. Use our latest form builder for additional email configurability.
  2. Choose the associated email template
  3. Within this email template create a link to the second form widget you'd like the user to complete
  4. Repeat the above for as many form widgets as you'd like

When a Stakeholder completes the first form widget, they will automatically receive an email with a link to the second form widget and so on and so forth.

Opening new matters

Forms can be used to open new matters from an existing case.

This is great if you're working on both a Purchase and Sale transaction or marketing additional services.
  1. Choose the form that will be used to open a new matter
  2. Include a link to this form within the required email template
  3. Remove /{{matter.guid}} from the end of the form URL
    {{matter.guid}} associates the form to the existing matter.
  4. When the Stakeholder completes the form, a new matter will be opened under the forms associated matter template

Quoting for Purchase and Sale Transactions

When quoting for a combined purchase and sale transaction, follow the steps below to automatically open two matters.

  1. Create a form which quotes for both a purchase and sale transaction
  2. Configure the form to open one of the matter templates i.e. purchase
  3. Configure the form to email the primary client on completion
  4. Within this email template create links to two instruction forms (purchase and sale):
    1. The Purchase Instruction form will save back to the existing matter
    2. The Sale Instruction form will open a new matter template
      1. To configure this, remove {{matter.guid}} from the end of the Sale Instruction Form link and ensure the form is set to open a new matter under the Sale template

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