The Company Policies & Forms page allows you as an admin to easily configure, manage, track, and maintain all the company policies & forms. While creating the company form, from the Form Category dropdown the admin can select a relevant category. You can also add/edit any other category by clicking Edit Category. But you cannot remove/delete a particular category if it is assigned to a customer.
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Related Links:
Video- To watch the video on Prefilled forms, click here.
FAQs- To read more FAQs about the Prefilled forms, click here.
Documentation- To learn more about Prefilled forms page, click here.
Product Update- To read about the product update, click here.
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