With Weave Digital Forms you can use and modify existing templates or create your own digital forms from scratch. You will need to be set up as an Admin for Digital Forms in order to create, edit or modify an existing form.

This is an add on feature and may not be a part of your current Weave software. Click here to learn about getting Digital Forms for your office. 

Video Overview

How to Create a New Form

1. Select the Form Builder tab found in the Forms Dashboard (see Access Weave Digital Forms Portal)

Note: Forms can only be built on a desktop computer. Once built, you can send those Forms to customers who can fill out the form on a mobile device, iPad, or desktop computer.

2. Click the Create Form button

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3. Click into the Untitled Form header and give your form a name

4. Click on the edit icon next to the Untitled section and give this section a name

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5. Select a Primary Field or Element and drag and drop into the forms builder window

6. Add a Field Label. This is the title of the field, and should be either a description or a question.

7. Add a Field Name. This is the unique identifier of the field. 

Tip: Field Names cannot contain any spaces. Best practice is to do description_function. For example, a Customer Signature field would have the field name of customer_signature. 

Primary Fields already have a Field Name populated and cannot be edited. You only need to come up with a Field Name for customizable Elements. 

8. Toggle on or off Required to make this field required as desired

9. Click Add 

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10. Create a new section by scratch or by selecting a templateScreen_Shot_2021-08-09_at_4.06.43_PM.png

12. Once you are done with your form, select from the buttons at the top of your screen to:

  • Generate a PDF

  • Preview your Template

  • Save Form

  • Save and Exit the form builder

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Once your form is complete, you can send it to customers through your Weave Desktop App. Click here for instructions.

You can also combine multiple forms to create a packet. Click here for more information.

Request Images on Your Forms

Whether needing to save driver's licenses or insurance cards, Card Capture provides the option to include this information in your forms. 

Note: Card Capture should not be used for credit card information.

1. Select the Form Builder tab found in the Forms Dashboard (see Access Weave Digital Forms Portal)

Note: Forms can only be built on a desktop computer. Once built, you can send those Forms to customers who can fill out the form on a mobile device, iPad, or desktop computer.

2. Click the Create Form button

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3. Select the Elements tab on the far left

4. Drag Card Capture onto your form 

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5. Enter a Field Label, choose if you would like it to be required, and then select Add

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7. Select Save and follow the instructions above to complete your form.

Your customers will be able to add both the front and back of any card you request into the form.

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