Add items

Remove items

Customise items

Repositioning items

The form builder in the system is a useful function that lets you build your own forms in the way you would like to see them. For this explanation we use the contract form as an example.

Where can you find the Forms builder page?

This page is positioned under Forms in the settings.

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Add items

First of all, on the right-hand side of the page you will see two boxes with layout and new field, these are the columns and fields you can add to the form.

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Click and drag the section in the layout to create a new section. The section must first be added, then the columns and new fields can be created.

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It will then look like this:

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Then click and drag a quantity of columns into this section. In the example, these are 2 columns with another 4 columns underneath.

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Finally, click and drag the new fields into the columns where you want them.