Creating a form

  1. Navigate to Settings > Advanced > Forms
  2. Ensure you are in the Forms tab
    Our Forms tab provides you with our latest Form Builder which contains enhanced functionality and a more user friendly design.
    For further guidance on creating new forms, watch our short training video!
To add a new folder
Folders are for internal use and allow you to organise the forms saved to your account.
  1. Select + Add Folder at the bottom of the page
  2. Provide a Name for the folder
  3. Save
To add a form to an existing folder
  1. Select the desired folder
  2. Select + Add Form
    1. Provide a Name for the form
      Make this as user friendly as possible so your team and stakeholders know exactly what this form should be used for.
    2. Link the Form to a Matter Template
      This allows the relevant data markers to be used within the Form Builder.
    3. Choose the assigned Fee Earner for the form
      Matters opened via this form will be assigned to the chosen Fee Earner.
      If the form contains a Fee Earner question, the Fee Earner selected within the form will override the form's assigned Fee Earner.
    4. Choose whether to send a form completion email to the Fee Earner on submission of the form
    5. Choose whether to send a form completion email to any other addresses on submission of the form
    6. Choose who is able to create matters with this form:
      In a testing scenario, a form will always open a new matter.
      1. No one: this form should only be used for updating existing matters. The form won't appear within the Create Matter page.
      2. Only Staff: only registered staff members will be able to use this form.
      3. Anyone: anyone will be able to access and use this form.
        Select 'Anyone' if you are creating a website quote calculator or lead form.
    7. Choose who is able to update matters with this form:
      1. Only Staff: only logged in staff members will be able to use this form.
        1. The form will be pre-populated with existing matter data.
      2. Only Staff or Registered Matter Stakeholders: only logged in staff members or matter stakeholders will be able to use this form.
        1. The form will be pre-populated with existing matter data.
          Any stakeholders associated with a matter can sign up for an InTouch Portal account. This allows them to complete forms with matter stakeholder restriction applied. Stakeholders will only be able to view their matter within the Portal, if they have been granted permission within the matter template.
      3. Anyone: anyone can complete this form under the following conditions:
        1. If the form is completed by a logged in staff member or registered matter stakeholder, the form will be pre-populated with existing matter data.
        2. If the form is completed by an external user, the form will not be pre-populated with existing matter data.
      4. A team member must review this submission: Choose whether on completion of the form, a team member must accept or reject the submitted answers.
        This option is compulsory for forms set to be completed by "Anyone".
Form Settings

The above settings can be changed at any time:

  1. Navigate to Settings > Advanced > Forms
  2. Select the Folder the form belongs to
  3. Select Options
  4. Change the settings as required
  5. Save

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