Required fields are here! You can be confident that a Form has been completed to your required specifications - nothing left undone. You can also make a Form required to be completed!
First, Required Fields must be turned on from Settings.
From the Contract Page, you can Select the Form you'd like to add the Required Fields to or you can create a new Form.
If adding Required Fields to an existing Form:
Select the form you'd like to revise from the dropdown, select Edit Form, and add the desired fields.
If creating a new form:
From the Contract Page, open the dropdown list of Forms and select Edit Form. From the next pop up page, select "+ Add Form". Enter the name you'd like for the Form in the box below where it says "Add Form" and then select "Add". From there you can add fields to the Form.
For both revising an existing form and creating a new form:
As you select the Fields, you will see a box that says "Req". Click "Req" and these fields will appear in red with an asterisk above the field indicating they are mandatory for completion.
You can also make a Form required for completion for a certain contract!
Just select the Form from the dropdown list you want to make Required. Hit "Req" and you're done! Now each time the user opens up this contract, the system will automatically select the required Custom Form so that users see those fields you most want them to see and complete!
From the Contract Page, select the dropdown next to the Form name. Select the Req box to the right of the Form name. Once it becomes a required form, this form will the be one displayed when you open up the Contract Page.
