This tutorial will teach you how to create EForms
Step 1. Head to the Packs section and then select Content Manager
Step 2. Select the Forms tab and then at the top of the page select Create New Form.
Step 3. You will then be asked whether you want to Create new custom form or Add system form. For the purposes of this training, we will be selecting Create new customer form. Finally, you will be prompted to name your new form.
The Add system form option allows you to select from pre-formated forms. This could include something like onboarding forms for new employees.
Step 4. After you have named your form, you will be taken to the below screen. Here is where you can add in your questions that will make up your Eform. Select the + New Question button.
Step 5. A half screen will then appear on the right-hand side. Type in your question and use the dropdown bar on the right to choose from a number of different fields types.
Step 6. Once you have chosen your question, field type, and options, select the SAVE button at the bottom of the screen.
Step 7. Once you are happy with the questions/Eform you have created, all that is left to do is Preview (to see what it looks like from the users end) and hit the Make Live button (this will make it available for use in Packs.
