Sharing a Published Capture Form

In this article:

• Sharing a Form with a Specific Client
• Making a Web Form Available on Your Website

Actionstep Capture forms and web forms allow you to gather information from both clients and prospects. Once you create and publish a form, you can then share it with its intended audience. 

Sharing a Form with a Specific Client

When designing a Capture form for your clients, you associate it with a specific matter type. Then, once it's published, you can access it from the Capture tab of any matter that is based on that matter type. From here, you can then send the intake form with share it with the matter's parties. 

Before you begin:

• Create the form.
• Publish the form.
• Ensure the parties you need to share the form with are set up correctly for the matter. This means roles have been identified for the matter, the contact (party) has been added to the matter, and the contact's email address has been entered. 

To share a form with a client:

1. In Actionstep, view the matter for the client you need to collect information from. (See Editing a Matter for help.)
2. Click the Capture menu icon.
3. The Capture page is displayed.
4. Click Send Form.
   The Send Form window appears.
5. Click the To drop-down list and choose party you want to send the form to. You can select multiple contacts.
6. Click the Form drop-down list and choose the form you want to send. 
7. Choose whether you want to just generate a link for the form or whether you want to send the form via email:
   • To share the form via a link (and not an email message):
     1. Select Generate form links only.
     2. Click Send, which generates the link. You are  returned to the form list, and the form you just generated appears in this list.
     3. Click the ellipses icon for the form you just generated the link for. A list of options appears.
     4. Click the Copy icon next to the URL option.
        This copies the URL so you can share it using any method you choose.
   • To share the form via email:
     1. Enter a Subject.
     2. Optionally, enter a Custom message.
     3. Click Send. The email is sent to the party you specified. 

When your clients receive the link to your form, they can use it to view and complete the form. Then, once they complete the interview, their answers will be sent to Actionstep for you to review and import into the matter. Once the data captured in the form has been imported to the matter, the form record will be updated to a status of Complete and you can no longer interact with it. 

Making a Web Form Available on Your Website

You can embed a web form on your website or use it in an email campaign. The instructions below cover how to generate the HTML for embedding the code, but you'll need to work with a web developer on implementing it with your site. 

Before you begin:

• Create the form.
• Publish the form.

To generate the embed code for use on your website:

1. In Actionstep, go to Capture > Web Forms > Web Forms List. 
2. Find the web form you want to embed on your website. You can use the filters or search box along the top to help.
3. Click the ellipses icon for the web form and choose </> embed from the list of options.
   The Form Embed Code window appears.
4. Click the Copy icon next to the code to copy it to your clipboard.
   
5. Click Close to close the window. 
6. Paste the HTML embed code into your webpage, landing page, or email campaign. (If you are unsure of how to do this, work with an experienced web developer.)

Once you've embedded the form and made it available to your site visitors, you can manage the responses you receive. For help, see Reviewing Completed Capture Forms.