Form builder
Learn how to use the powerful form builder to create intake forms, client contract, psychometric tests and more.
5 articles
- How to create a formShows how to build a new form in Konfidens by adding blocks, using Smart Blocks to auto-fill client profiles, customizing labels and help text, and sending the finished form to…
- Using Smart Blocks to Auto-Populate Client Profile DataShows how to add Smart Blocks to a form so client-entered details sync directly into their profile, eliminating manual data entry.
- Collecting Client Consent and Signatures Through FormsExplica cómo agregar bloques de consentimiento y firma a un formulario de Konfidens para recopilar la aprobación del cliente en contratos, políticas u otros acuerdos.
- Creating a Digital Client Agreement FormLearn how to build a digital client agreement in Konfidens with text, consent blocks, and a signature field, then send it to clients for electronic review and sign-off.
- How to Build a Client Intake Form with Smart BlocksShows how to create a client intake form using Smart Blocks that automatically fill matching fields on a client's profile, plus how to send the finished form to clients.