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When you create a new order form for use by clients and/or inhouse users, you will first need to enter the basic information for the form. This includes headers, help text, and additional types of information.

Tip

You may also have the ability to configure custom options for the client or user to fill in on the form. For more information see Configure User Options.

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Table of Contents

Form Header

The Form Header appears at the top of the order form and may display your company name along with additional information. By default, the system will populate a new form with this header Company Name - Order Form.

However, this may be changed to whatever text you desired by clicking on the field and typing the information. 

 

Terms and Conditions URL

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