4.1 Creating & Managing Forms

Overview

Digital forms streamline documentation, compliance tracking, and accountability. This video expands on basic form completion by covering signer management, external signers, and linking tasks directly to forms.

What You’ll Learn:

→ How to navigate the dashboard and notifications
→ How to create and complete a form
→ How to add internal and external signers
→ How to annotate images and attach resources
→ How to link a task to a submitted form
→ How to save drafts or submit for signature

Timestamps:
1:09 – Create a new form
1:27 – Select project and template
1:52 – Complete fields and attachments
3:23 – Add and manage signers
4:06 – Review form details
4:24 – Link a task to the form
5:07 – Sign and submit

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