eForms: Preferences

Preferences are where you can set switches that manage eForms.

Located at Setup > eForms > Preferences

Enable Reminder: This switch will control whether the customer will receive reminders to complete the eForm.

Push Data: This switch controls if information from the eForm is "pushed" to Managely.

Push Document: This switch controls if a PDF copy of the eForm will be saved in the Document Tab for Managely customers.

Reminder After (days): This allows you to control how often a reminder is sent to a customer to complete an eForm.

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