TABLE OF CONTENTS


To add a Request Form in Core, follow the below steps.


How To Add A Require Upon Request Form To A Client In Core


Require Upon Request Form can only be added Manually to a Client in Core.



Go to the Customer Module and click on a Client.


In the Client Details Screen, navigate to the Forms Tab.


Now, click on the Add Form Button.


In Add Form Box, select the Request Form. 


Once done, click on the Save Button.


The Form will be added to the Client.