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You also have the ability to configure custom options for the client or user to fill in on the form. For more information see Configuring User Options. |
Add a New Form
To get started please Access the New Order Form Settings and perform the steps to Add Create a New Order Form.
Once you have added created a new order form, follow the steps below to configure the basic form information:
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However, this may be changed to whatever text you desired desire by clicking on the field and typing the information. For example, you might want the client's name includeded on the form for easy identification when assigning the form to that client.
In the example below, Acme is the name of the client and the form header has been changed to Acme Service - Standard Order Form.
Besides entering or changing the Form Header, you also may add descriptive text within the Header Information section to appear beside this information on the form. Default text is provided, but may be changed when needed.
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Another part of the basic configuration involves entering a Terms and Conditions URL for the client to accept your companies terms and conditions before submittng the form. This is an optional configuration setting and not required by default.
To enter the URL for your companies terms and conditions, click on this field and type the full URL including http:// or https://.
When you entere enter a Terms and Conditions URL, an additional option will appear for providing a Terms and Conditions Message to the client. Click and type to enter text such as instructions or other information. The text may be marked as HTML code if needed.
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The Show Help in Tooltips option, when enabled, places a help icon (question markemark) to the right of the form option name. When the client clicks on the Help Icon 
they see additional information about that option, which will either be default text or text you have specifically entered as a help message for that option. This option is enabled by default.
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