/
Quick Text Per Form

Quick Text Per Form

Creating Quick Text

You can configure Quick Text that applies to a single form or multiple forms.

  1. Go to Configure.

  2. Form types.

image-20251222-232407.png

  1. Select the Form type you wish to Add this to.

  2. Click on Configure quick text.

image-20251222-232446.png

  1. Add New

image-20260108-232505.png

  1. Fill in Quick Text

  2. Give quick text a name

  3. Select which forms the text will be used on

  4. Fill in who the quick text is applicable to (e.g. everyone on the project or just specific users or companies

  5. Fill in who can edit the text

  6. Save

image-20260108-235843.png

Using Quick Text on a Form

  1. Create a Form

image-20260109-000149.png

  1. Select Quick Text

image-20260109-000255.png

  1. Select Quick Text

  2. Insert

image-20260109-000444.png

  1. Quick Text is added to the form

image-20260109-000541.png