Webform merge feature is complete!

[Admin]

Thanks to the dev team for some amazing work...

Web Form Feature

With the new web forms, you can now merge any field from any form into a merge document. This document can be a retainer agreement, NDA, or any type of legal agreement you need.

NDA Example

Step 1: Create form and add the fields you need to complete your document.

Note: You can also add help text for users completing the form.

 

Step 2: Create merge document using our standard document template editor

Step 3: Merge your new document into a document as usual

Note: Form link we be selectable based on submit date and time.

Step 4: View and edit your final merge document and attach to client

Note: You can print, save as PDF, and attach to client like any other Dibcase document