Page Comparison

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• Duplicate Policy Comment Form Template:
  1. Navigate from the dashboard to Collections > Forms.
  2. Hover over Policy Comment Form Template form and choose Duplicate.
• Edit duplicated form to include the policy number in the title: Hover over the copied form and choose Settings > Form Settings > Update Form Title. Update the title with the policy number and month and click “Update Form Settings.”
• Schedule the form to expire when the comments are due:
  1. From the Form Settings page, scroll down to Restrictions, check the Schedule Form box
  2. Enter the Schedule Form End Date/Time. No need to add a beginning date.
  3. Click “Update Form Settings.”
• Update the Directory Columns. This controls what items display on the website.
  1. Choose the “Directory Columns” menu item from the form menu.
  2. Drag the Name and Email Fields to the Hidden Columns list. Only “Comments” and “File” should be on the Visible Columns list. Save this change.
• Back on the Policy, update the “Policy Display Settings” box:
  1. Choose the appropriate form from the Comment Form dropdown.
  2. You can override the auto display of the due date here if necessary.
     

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