Forms
Forms give your colleagues and clients an easy way to generate documents from your Merge sheet by filling out a guided questionnaire.
4 articles
Written by Ciara Scott

What are forms?
Forms are guided questionnaires that you can build on top of your Merge turnsheets.
Written by Ciara Scott. Updated over a week ago
Setting up your form
Forms can only be used in Merge workflows. To build a form for your turnsheet, click Views in the turnsheet toolbar and select Form.
Written by Ciara Scott. Updated over a week ago
Sharing and completing the form
Share your form with colleagues and clients by sharing your matter with them or by sharing a public form.
Written by Ciara Scott. Updated over a week ago
Public form settings
You can configure various settings that are useful if you plan to share your form using a public link.
Written by Ciara Scott. Updated over a week ago