Forms overview


Discover how to add forms, customize forms and organize forms for your clients to access in your Private Client Website area.

In this video, we will also walk you through how to assign a form to a client or group of clients based on permissions.

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    Lynda Rose

    Hi, this is Dave, Lynda's son and employee

    This is a very interesting video, and I may have miss a step a 2, but I'll come bak to this.

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