Forms
From Customer365 for SageCRM
This is the documentation for the forms system.
The forms system allows you to create contracts and agreements that can be signed in CRM and via the portal.
- This is not part of the default portal system.
Emails sent are configured using the following settings in web.config
<add key="FormsEmailSubject" value="Document Attached" /> <add key="FormsEmailBody" value="Please find attached a pdf copy of the signed document" />