Success Hours: Intake Forms

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About this course

Intake forms, when designed correctly, can setup an entire Vendor or Contract management process to run smoothly. By focusing on the input types and the user-experience, we show how and why you should be paying close attention to the structure and  appearance of your Vendor and Contract request forms.

In this webinar, we dive into creating a new intake form; starting from scratch to  build out the form sections, fields, dynamic content, easy-to-use inputs and layouts and guidance!

About this course

Intake forms, when designed correctly, can setup an entire Vendor or Contract management process to run smoothly. By focusing on the input types and the user-experience, we show how and why you should be paying close attention to the structure and  appearance of your Vendor and Contract request forms.

In this webinar, we dive into creating a new intake form; starting from scratch to  build out the form sections, fields, dynamic content, easy-to-use inputs and layouts and guidance!