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Web form Intake
Web form Intake

Web form Intake (Add new Person)

Companion's web forms allow for custom questions to be created to obtain information from the web form. The Question Type determines the type of response allowed by the question. This page contains the details and requirements to configure each type of question format.

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titleEmbedded

Embedded

Use the embedded question type to display other multi-media (e.g. images, video) content directly within the application page.

To configure embedded content, place the link URL in the Question field.

NOTE: To display properly, embedded content must be hosted on a secure (HTTPS) server.

Embedded questions do not record a response from the user and will not be listed among the attached responses on a completed inquiry/application.


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Internal Form
Internal Form

Internal Form (Existing Person)