Add Your Legal Information to Digital Forms

Instructions to add your legal information to your Digital Forms Dashboard.

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. 

You must have the user role of Admin to access the Forms dashboard.

Legal Information

You can add your Privacy Policy and Terms and Conditions to your Digital Forms Dashboard. Your customers can access this information when filling out one of your forms.

Adding Legal Information

  1. Select Forms_Builder.svg Form Builder from the left menu of your Digital Forms Dashboard
  2. Click Legal Documents 
  3. Choose legal document you wish to edit - either Privacy Policy or Terms and Conditions
  4. Select the More.svg ellipses icon in the top right corner and click Edit.svgEdit
  5. Add the desired information

    Tip: You can copy and paste information from another document if you already have this legal information documented.

  6. Click Save 

The links to your Privacy Policy and Terms and Conditions appear at the bottom of the form when opened by your customers.

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