Client Application Form - View / Edit

View

  1. Go to: Configuration >> Organization Settings >> Application Form Settings
  2. Click the “Client Application Form” tab
  3. Click the [Interactive Sample Form] button. From these screens, you can also print a page of your client application form.

Edit

  1. Go to: Configuration >> Organization Settings >> Application Form Settings
  2. Select the “Client Application Form” tab
  3. Make the desired changes
  4. Click the [Save] button
  5. If you would like to see the affect of your changes, click the [Interactive Sample Form] button. You can step through the form without having to fill in any information.

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