How do I add categories to a form?

  1. Select the + (green plus sign) next to Categories.
  2. From the first drop-down, select a group for the category.
  3. From the second drop-down, select a category.
  4. Enter a title.
  5. (Optional) Include instructions for the category.
  6. Select whether the category requires an attachment or a signature attachment.
  7. Select whether an N/A submission is allowed.
  8. (Optional) Select Save to add the category to the form. The dialog box remains open so you can add additional categories.
  9. Select Save and Close.
    The dialog box closes and all groups become a tab in a table. Categories display in the table under the group in which they belong.


Legal Notices | Your Privacy Rights
Copyright © 2022

Last Published Monday, October 24, 2022