Creating Client Forms

Client Forms in FYI are created from Form Templates. A Form Template defines the standard layout and fields, while a Client Form represents a unique record for an individual client based on that template. 

The fields in the Client Form can be pre-populated with details already stored in FYI, and once created, the form is automatically filed against the client’s record. When the client completes the form online, the Client Form in FYI will be updated automatically to show the entered data.

Client Forms are sent to the client either manually or through an automation. 

Creating a Client Form using the + button

1. From FYI, click the + button in the menu bar.
    
2. Select Form from the list of document types. 
   Note: Press the shortcut key Q from the client workspace to automatically create a Client Form.
    
3. The Create Form drawer displays on the right-hand side.
   
4. The fields that are displayed will depend on whether Filing Defaults have been set for the Cabinet and Category selected in your user settings, the practice defaults, or the client. 
    
5. Select the Client. 
   Type at least three characters from the client name to display matching clients, then click to select the relevant client. 
   
   Note: If creating the Form from the Client Workspace, the client field will be automatically populated to match the current client.
    
6. Select the Form Template from the drop-down. 
   If relevant for the selected template, default values for the Cabinet and Categories may be automatically selected. You can change the values if required.
    
7. Select the Cabinet.
   The Cabinet may have already been populated, depending on whether Filing Defaults have been set for the Cabinet and Category selected in your user settings, the practice defaults, or the client. Category, Tags, Job, and Keyword fields may also be added to the drawer based on the Cabinet settings, for example, Year.
    
8. Update the Name field if required. This is used to identify documents internally. A default name will be displayed from the template, but can be changed if required.
    
9. Click Create.
    
10. The Form Preview will be displayed next to the Form drawer.
    
11. The Workflow Status will be automatically set to "Not Started".

The form is now ready to be sent to the client. Refer to Sending Forms to Clients via Email.