This page has been provided to aid in entering basic information that is required on the new order form. For more detailed information about each option, please see New Overview of new Order Form Settings.
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.
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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 Configure the Form User Options. |
To get started please Access the go to Settings > Client Portal > New Order Form Settings and and click on Configure. Then perform the necessary steps to Create a New Order Form.
This information will appear at the top of the order form (except the Terms and Conditions), as shown below:
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