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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
Ciara Scott avatar
Written by Ciara Scott

What are forms?

Forms are guided questionnaires that you can build on top of your Merge turnsheets.
Ciara Scott avatar
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.
Ciara Scott avatar
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.
Ciara Scott avatar
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.
Ciara Scott avatar
Written by Ciara Scott. Updated over a week ago
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