Digital Forms

Form Actions

• How do I send a fact find document for signing?
• How do I send a digital fact find to a client?
• How do I view / edit / complete review of a client’s digital Fact find?
• How do I preview and pre-fill the form before sending it to a client?
• How do I create a digital form to a client (open a new form)?

Overview

• How do digital fact finds work?