This article covers information about Capture, Actionstep's integrated forms add-on that helps you gather prospect and client data. To learn more, click here or contact your Actionstep customer success manager or account executive.
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- If the form is unpublished and you need to make changes, edit the form and make your adjustments.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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