WEBVTT

NOTE
This file was generated by Descript <www.descript.com>

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When building forms in Etrieve's new
form builder, you can add in fields

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from a saved section, something
that you've used on a previous form,

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or you can simply scroll through
our list of inputs and click and

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drag those inputs onto the screen.

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Each of these inputs
are easily configurable.

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By clicking and dragging, you can reshape
them, you can move them around the screen.

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You can open up each individual element
and actually see your options for

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configurations, whether they're required,
read-only, setting a currency in a

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number field, or creating a calculation.

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If you need to apply logic to
your form, click on the Logic tab.

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You can select any field or section
on your form and apply hide, required,

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or read-only logic based on how
the form is being interacted with

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or the workflow step that it's on.

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Need integrations?

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Have IT create you a source.

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Add that source to your form, and
then you can select your fields, your

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endpoints, and pull data onto the form.

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When you're all finished, you
can click the Preview button

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and see your form come to life.

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Want to make all your forms in
your library look and feel the same

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and not worry about accessibility?

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Check out form themes.

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Inside of form themes, you
can globally change the look

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and feel of all of your forms.

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You can create custom headers by
adding in images, changing background

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color, or selecting the font,
adding in alt tags to those images.

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You can customize things in the body
of your form, like your action fills or

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your action hovers or your divider lines.

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You can select from a large
number of different text options

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here in our font selections.

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Don't worry about selecting something that
would not meet accessibility standards.

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Inside the form themes, if you
make a change or put in a hex

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code that does not match, it will
let you know what the issue is.

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So set up all your forms so that they look
and feel the same by using form themes.

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When an end user wants to go fill out
a form, they would navigate to Central

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and click on the forms at the top.

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They can scroll through
all the list of forms that