eForms: Preferences

Preferences are where you can set switches that manage eForms.

Located at Setup > eForm > 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.

Was this article helpful?
Thank you for your feedback!