Creating a Form Packet - Overview

VERY IMPORTANT - Do NOT put forms in a packet until you are completely done testing and changing them!

We recommend that you create your packet of forms right before you launch sales. While testing and setting up forms, it is best that they are NOT associated with a Packet of Forms. 

Once you have created your Packet, you will be presented with the Overview screen.  Here you can enter:

Title:  This is the title of your packet. 

Extended Description:  This text will appear below the title of the packet in a smaller font.  Sometimes it is helpful to include a due date here.

Mode:  There are four choices:  Draft, Test, Active, Archived

  • Draft mode is only available to Admins working on the packet.
  • Test mode allows your Admins to see the packet and to use the packet to test the functions.  It will be highlighted yellow in the list of Open Forms and can only be seen by Admins.  A packet in test mode will only be visible if the Publish and Unpublish Dates/Times are currentCurrently this feature isn't available for Packets.  To view/test a packet it must be set to Active Mode.
  • Active mode is when you want your packet to be available to your users!
  • Archived mode is used when you are done with a packet and no longer want it to be presented in your list of packets on the Dashboard.  It will move to the Archived List. (coming soon)

Publish and Unpublish Date/Time:  Don't forget these must be current or the packet will not be presented in the Open Forms list.

URL:  At the bottom of the screen, there is a URL that will allow you to link directly to your packet from a content page, newsletter, etc.  Users will still be prompted to log in if they haven't already, but then they will be taken directly to the packet rather than the list of Open Forms.