Setup
How to open
How to open
- Click on Add-on icon from the form.
- Choose Form Director from the list of add-on.
Setup and create a service
Setup and create a service
- Click Setup from the menu.
A Form Director welcome screen appears with Start setup and Try Demo button.
- Click Start setup button to start the setup.
- Click Try Demo to get a demo on Form Director.
- Select the App required to create new service.
- Provide a name to the service.
- Choose the Application.
- Choose the Service.
- Set the status of the Service.
- Configure your service
- Select or create your required template.
- Select or create the required folder to save the generated file.
- Click on Setup Mapping
- Map Form Questions with your App Fields.
Setup Notifications for your service.
- Click Edit Email Template to customize your email template.
- Customize the email template as required for your users.
- Click Pick Drive Files to choose attachments if required from google drive.
- Click Save to save the services.