Creating a Form Packet - Settings

Present the Preamble Screen?
When a user selects a packet from their Open Forms, you can choose if you want them to be taken to the first form in the packet or to the preamble screen.

Present Form List on Preamble Screen?

Selecting "Yes" will present a system-generated block of forms.  The user will not be able to click on the individual forms, but they will see a green check mark next to forms they have viewed (but not necessarily completed) before.  These forms will still be presented to them in the packet.

Closing Action

What do you want to happen when the user finishes the packet?

  • Return to Open Forms Screen (a "Finished >" button will be presented)
  • Present Button to Checkout
  • Present Both Buttons