If you’re using version 3 - click here for the transition milestone dates and the transition calls.

How do I link a form under the 'Forms' main menu?


To create a sub-menu for a form:


1. Navigate to the Website > Menus.

2. To the right of the FORMS Menu, click on the options icon and click on 'Add Submenu'. 

3. The 'Edit Menu' box will appear. In the 'Label' field type in the desired menu title (this is usually the same name as your custom form) > click on the pull down menu for 'Links to' > in the list, click on the name of your custom form.

4. Then click 'Save' button.

Now when your clients go to their private portal, they will see and be able to access the FORMS menu with the sub-menus listing all your specific forms and custom forms, depending on the permissions settings of each form.

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