Add Smart Forms To Existing Projects

Service provider users can now create Smart Forms and add them to existing projects. In the past Smart Forms could only be created at the time of project creation. With this new functionality service providers have the option of having their clients create simple requests, reviewing the requests and adding more detailed Smart Form specifications based on collaboration and discussion with the customer.

To add a new smart form, the user can click on the Add Smart Form button on the Smart Form tab of the project. 

Once the Add Smart Form button is clicked the smart form creation is launched which guides the user through the process of populating and create a new smart form.