Form Builder - Contact Information Block

Form Builder - Contact Information Block

Purpose

  1. The purpose of this Knowledge Base Article is to demonstrate how to add a Contact Information Block using the Form Builder.

  2. These instructions apply to the Contact Information Block in Form Builder for the Invoicing Module.

Video


Instructions


1.  Create a new form or select edit to edit an existing form.






2. Mouse over in the left margin at the current block and select the + sign to add a Table Block under the current Block.





3.  Select Tune and then Contact Information from the dropdown menu.





4. Select Contact Type from  the dropdown list:






5. Select details to print:






6. Select Tune for additional options:
  1. Convert to: Text, List, Quote, or Checklist (#1)
  2. Font for Block (#2)
  3. Move up and down or delete (select the X 2 times) (#3)






7. Example print page with the Contact Information Block:




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