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Data Security
Do the form templates comply with insurance requirements? Our form templates are designed to save time for our customers, but it is down to each individual customer/business to ensure the forms meet the legal requirements in their location, as well ...
Can I export data?
Yes - You can export form data to PDF, CSV and XML.
Where is my data stored once submitted?
Data is stored on Amazon AWS servers located in your local AWS Region.
Auto populate fields using conditional logic
This is a short tutorial video showing you how to auto populate fields using conditional logic. Auto populating fields can speed up the form filling process for your clients by pulling data from other parts of the form or auto-filling fields based on ...
How to download a batch csv
You can download a batch csv if you need to view clients' data in one place, or if you want to export the data to your CRM or booking system, for example. To download a batch csv please watch the video and follow the steps below. 1. Click on ...