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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 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.

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 User Options.

 

To get started please Access the New Order Form Settings and perform the steps to Add a New Order Form.

Once you have added a new order form, follow the steps below to configure the basic form information: 

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

Show Help Icons

Log Selected Option

 

 

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