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.
Add a New Form
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. 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 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.
For example, you might want to customize this message to include the client's name or add another type of tailored message with further instructions. The text may also be marked as HTML when applicable.
To change the descriptive text for the header, click on this field and then type the desired text. If the text is HTML code, tick the checkbox next to the option titled Text above is HTML code.
Additionally, you may also enter Help Text to appear on the header of the form to assist client's with this process.
Terms and Conditions URL
Show Help Icons
Log Selected Option