How to set an intake form template
An intake form template simplifies the process of collecting essential client information by providing a reusable framework. This guide will help you create, customize, and manage templates in RunSensible to meet your firm’s specific needs.
Accessing Intake Form Templates
To begin creating a template for your intake form, navigate to Settings and
Click on Documents. From there, select Intake Form to enter the interface where you can start designing your form template.
All your intake form templates will be listed here.
Click on the “Create Intake Form” button on the top right of your screen to set things in motion.
Begin by entering a name for your intake form in the designated box labelled ‘Form Name’.
Here, you can find all the resources you need to create a well-designed intake form on the left-side panel.
Simply choose the items you wish to include in your form and then drag and drop them into place.
You could also add another page to your intake form by clicking on Add New Page here under the last element you used.
Each page can be deleted by clicking on the Remove button at the top right of the page.
To move the elements in your form, simply hover over the desired element and press and hold the left-side blue ribbon. By doing so, you can easily reposition the elements within your intake form.
You can protect your information by using the “Captcha” in your form. Captchas are used to make sure that a person, not a computer, is submitting the form. This helps in securing your data from potential access attempts from bots and other automated applications.
Customizing Form Elements
you drop an element, a panel will appear on the right side of your screen.
Within this panel, you’ll notice two tabs: Content and Design.
The Content tab allows you to assign a title and pose your desired question for each element. Use this tab to provide clear instructions or gather specific information from your form respondents.
On the other hand, the Design tab offers visual customization options for the elements. You can adjust their appearance to match your preferences.
If you wish to create a more compact form layout, you can utilize the Shrink button available in the Design tab. Clicking on this button will insert a second column into your form, helping you achieve a more condensed design.
| Note: Keep in mind that if you don’t include the submit button in your intake form, no one will be able to send you the information. |
Once you have completed all the steps, dismiss the element customize panel and click the Form Designer button on your top right to modify the design of your intake form.
As you can see, you can change the size and the background color of your intake form.
There are ten color combinations suggested, but you can change them by clicking on the color you want.
In the upper right corner of your screen, you’ll find the Preview Form button.
This button allows you to see a live version of your form on any device, so you can make sure that the form looks well-designed and functions correctly on different screen sizes and devices.
After completing the intake form, make sure to click “Save.”
