A combo form is ideal when you need to provide a read-only document (like a contract) alongside a form that requires user input (e.g., bank details). This setup ensures your contact reads the document and answers follow-up questions, completing both steps for the process to be considered complete.
Steps to Create Your Combo Form
- Prepare Your Editable Form
- Follow our guideline on creating editable forms if you need assistance.
- Prepare Your Attached Form
- Refer to our guideline on preparing attached forms. Do not save it yet.
- Combine Forms in the "Combo Form" Section
- In the "Combo Form" section, select the editable form to attach. Ensure the forms are in the same language if you use multiple languages.
Combo Forms with eSignature
If you require an electronic signature, both documents will be merged before signing. This ensures the entire content is included in the signed document.
By following these steps, you can efficiently create and utilize combo forms for your business needs.