ABOUT CAPTURE: At this time, Capture is available to selected pilot customers only. However, all customers will be able to access Capture soon. To learn more about this new product, contact your customer success manager or submit a Customer Support ticket. Information in this article may still be under development.
You can preview how a form or web form will look for your prospects or clients at any time.
To do this:
- In Actionstep, click More > Capture in the main menu and choose Form Builder (for client-based forms) or Web Forms > Web Forms List (for web forms). The Forms list page appears.
- Click the ellipses icon for the form you want to preview and choose Preview.
The form appears. - Review the questions in the form. For example:
- If the form is unpublished and you need to make changes, edit the form and make your adjustments. (See Editing a Capture Form for help.) Or, if you're ready, publish the form. (See Publishing a Capture Form for help.)
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