Ready to create your first Digital Form?! Let's first make sure that you have added forms to your Cojilio subscription:
Login to your Online Portal
- Click Settings > click Billing in the side menu
- In the Subscription Package section:
- Check the checkbox for Custom Forms
- Click Update to save
- Confirm your Subscription changes
Create a Form
Login to your Online Portal
- Click Forms in the side menu
- Click Add
- Enter your Form Title
- Optional: Include a Form Description to describe the purpose and intended use of this form
- Drag and drop Form Elements into your Form layout to add and format text, images, files, and other content fields as needed
- Set your Form Rules & Triggers in Settings
- Click Preview to see how your form will look from the clients perspective
- To complete your form at a later time, click Finish Later
- Click Publish, when you have finished creating your form
- The published article will appear as LIVE
- Your new form will be available for you to use on the Forms page
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