how do I fill in some of the information for my clients?

  • Profile Image
    Asked on August 18, 2014 at 10:10 PM

    I have the form set up and I thought I could edit and fill in some of the boxes before I save it to send it out to the clients, this is more of an information form (a quote) as opposed to a form that I need them to fill out, that will come later but I want a form that I can save and fill in the information for all my group quotes as I get them.  any info would be helpful thanks!

  • Profile Image
    Answered on August 18, 2014 at 11:41 PM


    The way how you configure your form is incorrect. Don't put your data into the input masking section. Input masking is used to capture a fix number of numeric entry or letters or both. 

    If you need all or some of the textboxes to have a different data per client, I would advise using our Field Prepopulator App: Make sure to remove first the input masking before using this app.

    Let us know if you need any further assistance.

    Thank you!