Forms

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.

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Emails sent are configured using the following settings in web.config

   <add key="FormsEmailCC" value="" />
   <add key="FormsEmailSubject" value="Document Attached" />
   <add key="FormsEmailBody" value="Please find attached a pdf copy of the signed document" />

-FormsEmailCC allows you to CC all forms emails to an account (single account only)