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How do I build a request?

Once you have created a request, the next step is to fill it with the content or information required from the client.

A request consists of pages, which are made of up sections, which contain fields. To read more about these components, click here.

PAGES

Creating Pages

Pages are created by clicking the Blank Page button found on the left-hand side of the request. Beside this button, you’ll also see another one, giving you the option to add a page from an existing template instead.

Working With Pages

Pages can be rearranged by clicking and dragging the page to the new location using the dotted area on the left-hand side of a page.

Pages can also be duplicated, renameddeleted or saved as a template with the controls within the three dot menu on the right-hand side of a page.

Page Instructions

If desired, by clicking Enable Page Instructions, you can add instructions (in several different formats) to go along with the page to help your client.

SECTIONS

Creating Sections

In the same fashion as pages, sections are created by clicking either Blank Section or Add Section From Template. These buttons are located at the bottom of the request builder.

Working With Sections

Sections can be rearranged by clicking and dragging the dotted area on the left-hand side. Drag them up and down to move them.

S also be duplicated, renameddeleted or saved as a template with the controls within the three dot menu on the right-hand side of a section.

Section Instructions

If desired, by clicking Enable Section Instructions, you can add instructions (in several different formats) to go along with the section to help your client.

FIELDS

Creating Fields

Fields are created by clicking the Add A Field button found at the bottom of a section.

Working With Fields

The type selector (next to the field title) can be used to select the type of field you’d like to use. To read more about all of the different field types and the extra options that come with certain among them, click here.

You can also delete, rename and duplicate fields using the three dot menu next to a field.

Field Instructions

If desired, by clicking Enable Field Instructions, you can add instructions (in several different formats) to go along with the field to help your client.

Updated on September 17, 2020

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