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Help Topics   Click on the appropriate topic or sub-topic listed below.
 

I. Line Item (form creation)
    A. Quick Start
        1. Adding (Loading) Template Lines
        2. Copying lines from another form
    B. Adding Lines
        1. Adding text field lines
        2. Adding password lines
        3. Adding text area lines
        4. Adding selection box lines
        5. Adding check box lines
        6. Adding radio button lines
        7. Adding file selection lines
        8. Adding sub-title lines
        9. Adding comment lines
        Self-Totaling Product Lines
        10. Adding Item Selection & Quantity Lines
        11. Adding Sub Total Line
        12. Adding Sales Tax Line
        13. Adding Shipping Line (percentage)
        14. Adding Shipping Line (client selection)
        15. Adding Grand Total Line
    C. Updating Lines
        1. Updating text field lines
        2. Updating password lines
        3. Updating text area lines
        4. Updating selection box lines
        5. Updating check box lines
        6. Updating radio button lines
        7. Updating file selection lines
        8. Updating sub-title lines
        9. Updating comment lines
        Self-Totaling Product Lines
        10. Updating Item Selection & Quantity Lines
        11. Updating Sales Tax Line
        12. Updating Shipping Line (percentage)
        13. Updating Shipping Line (client selection)
    D. Deleting/Re-Sequencing Lines
        1. Deleting One Line or Selected Lines
        2. Deleting all lines on a Form
        3. Re-Sequencing all lines on a Form
    E. Client Identity Field

II. Form Page Layout (form creation)
    A. Page Style
    B. Image Update
        1. Adding Images
        2. Replacing Images
        3. Deleting Images
    C. Color Update
        1. Locating a color position
        2. Hex (HTML) Colors
        3. Selecting a matching color
    D. Title
    E. Full Page Display
    F. Deleting a Form

III. Registration & Member Info
    A. User Id
    B. Password
    C. First Name
    D. Middle Initial
    E. Last Name
    F. Company Name
    G. Type of Business
    H. Phone
    I. Address
    J. City
    K. State
    L. Zip
    M. Country
    N. Alternate Email
    O. How did you hear about us?
    P. Position Held
    Q. Free 30 day trial

IV. Logging In

V. Subscription & Payment
    A. Payment Method
    B. Subscription Terms

VI. Form Settings & Link Test
    A. Link Copy/Paste
    B. Link Test
    C. Thank You Page Setting
        1. I have my own thank you page
        2. I would like my clients to fill in another form
        3. Elbowspace.com default thank you page
    D. Data Collection Setting
        1. View Via Elbowspace Site No E-mail Notification
        2. View Via Elbowspace Site + E-mail Notification
        3. Receive Data Via E-mail Only
    E. Confirmation Page Setting
    F. Automatic Subscription Renewal Setting
VII. Retrieving Client Data
    A. Email Only
    B. View & Download Client Data
        1. Client Form Data Page
        2. Downloading Client Data
        3. Formatted Page
        4. Deleting Client Data Records

VIII. Form Submission Report
    A. Form Submission Report Elements
    B. Record Search By Date

IX. Subordinate (Child) Account Maintenance
    A. Child Account Registration
    B. Child Account List
    C. Child Account Access Detail
    D. Child Account Usage
        1. Logging in
        2. Form access
        3. Allowed functions

X. User Auto-Confirmation Email Maintenance
    A. User Auto-Confirmation Email Elements
        1. Auto-Confirmation Enabled/Disabled
        2. Auto-Confirmation Recipient
        3. Email Subject
        4. Email Sender
        5. Auto-Confirmation Email Body
        6. Recipient Salutation
        7. Email Body Variable XREF
    B. User Auto-Confirmation Email Update
        1. Auto-Confirmation Email Test

I. Line Item
Line items constitute most of the display & all of the functionality on a form. There are two types of line items:

1) Data collection line items and 2) Documentation line items.

Data collection line items are used to present questions to your clients and collect the answers.
There are 7 data collection line items:

1) Text Field, 2) Password Field, 3) Text Area, 4) Selection Box, 5) Check Box, 6) Radio Buttons,
and 7) File Selection.

There are two line items used strictly for documentation purposes:

1) Sub-Title and 2) Comment Line.

There are six types of line items used strictly for e-commerce (The selling of products & services online):

1) Item Selection & Quantity Lines
2) Sub Total Line
3) Sales Tax Line
4) Shipping Line (percentage)
5) Shipping Line (client selection)
6) Grand Total Line

I. Line Item - A. Quick Start
Use lines from a matching form template or one of your existing forms to accelerate your new form creation.

I. Line Item - A. Quick Start - 1. Adding (Loading) Template Lines
Form templates are prefabricated forms made up of line items that serve to collect data for a specific business or personal function. Examples are: Job Application, User Survey, Recipe Exchange, Member Registration etc...

Procedures for adding template lines:

1) From the Form Line Item page click the [image] button.
2) Select a form template, from the resulting list, that best matches your needs.
3) Review the selected template. If it satisfies *60% of you needs, click on the [image] button.
* After adding a template to your form, lines may be added, updated and deleted for further customization.

Rules for Adding Templates:

1) A template may be added only when there are no other line items on your form. If you have line items on your form, they must
first be deleted before you can add a template. When there are line items on your form the [image] button does not display.

I. Line Item - A. Quick Start - 2. Copying lines from another form
If you are creating a form that is similar to another form created by you, use the Copy Form function to get started.
The Copy Form function will load all of the lines from a selected form into your new form.

Procedures for copying form lines:

1) From the Form Line Item page click the [image] button.
2) Select a form, from the resulting list box, that best matches your needs.
3) Click on the "Copy Form" button.
* After copying form lines to your form, lines may be added, updated and deleted for further customization.

Rules for copying form lines:

1) A form may be copied only when there are no other line items on your form. If you have line items on your form, they must
first be deleted before you can copy a form. When there are line items on your form the [image] button does not display.

I. Line Item - B. Adding Lines
Procedures for Adding Lines:

1) From the Form Line Item page click the appropriate [image] button.
The new line being added will be placed immediately after the line where you clicked the [image] button.
2) Select a line type from the resulting list that best matches your needs.

I. Line Item - B. Adding Lines - 1. Adding text field lines
Text field is defined as a single-line input field that can capture a relatively small answer, made up of free form text. Text field lines are items like name, amount charged, address, phone number, e-mail, salary etc... Any piece of information that can be entered free form and the answer is not a large number of characters. Procedures for Adding Text Field Lines:

1) Make the determination that a text field is the line type you would like to add.
2) From the Add Line Item page click the text field [image] button.
3) Your first decision at the Add Text Field Line page is whether to create your own text field line or use one of the prefabbed samples listed below.
4) If you find a line, in the samples, similar to what you are looking for, use it. These examples are set up with the industry standards for length & edits.
5) If an adequate sample cannot be located, then you must create your own. Text fields come with several attributes that need attention:

Example: *Phone:   Member's Phone Number

  a. Label
      A small number of words describing what information is to be collected in the text field.
      In the example above the label is the word "Phone".
      If no label is required or a comment line above adequately describes the field, label can be blank (not recommended).
      To accomplish this simply space over the "enter label" text in the label box.
  b. Bold
      A check box, that when checked, will cause the label to display in bold.
  c. Average # of Characters
      On average how many characters will be entered into this text field.
      In the example above a phone number will average about 12 characters.
  d. Maximum # of Characters
      What is the maximum number of characters that will ever be entered into this text field.
      In the example above an international phone number might have up to 25 characters.
  e. Short Comment or Help Link
      A small number of words that might help further describe the field to the client.
      In the example above the short comment is the "Member's Phone Number".
      If a more detailed explanation is needed, enter the web address of a help page and switch
      the radio button underneath to Help Link, in order to further explain the function
      of this field. The following image will be displayed to you clients as a link:[image].
  f. Required
      If this switch is set to Yes, your client is required to enter some text in this text field.
      Also, a red asterisk will be displayed to the left of the label indicating this is a required field.
      In the example above the red asterisk to the left of the label indicates phone is a required field.
      Clients will not be able to submit the form without entering a phone number.
      Use this switch with caution, some fields are better left alone: e.g. every client will not have a middle initial.
  g. Edits
      If this switch is set to anything besides "none", it will require your client to enter text that conforms to the selected edit.
      Here are the available edits:
      1. Numbers Only
          If this edit is invoked, clients are only able to enter numbers & 1 decimal point.
          Use this with text fields like salary, price, amount, weight etc...
      2. Valid Date
          If this edit is invoked, clients are only able to enter a valid date in the format of MM/DD/YYYY.
          MM (month) must be between 01 & 12, DD (day) must be between 01 & 31 and YYYY (year) must be four digits like 1984.
          Use this with text fields like birth date, expiration date, application date etc...
      3. Valid E-mail
          If this edit is invoked, clients are only able to enter a valid e-mail address in the format of yourname@yourdomain.com.
          E-mail is the only text field this edit should be used with.
      4. Credit Card
          If this edit is invoked, clients are only able to enter a valid credit card number as defined by the rules below.
          a. Card number must be all numeric, No dashes no imbedded spaces.
          b. Master Card numbers must begin with the number 5 and have 16 total characters.
          c. Visa numbers must begin with the number 4 and have 16 total characters.
          d. American Express numbers must begin with the number 3 and have 15 total characters.
          e. Discover numbers must begin with the numbers 6011 and have 16 total characters.

          A "Card Brand" line (selection box) will be added in addition to the credit card text line when the credit card edit is selected.

Once these attribute have been selected, click on the [image] button to complete the addition to your form.

I. Line Item - B. Adding Lines - 2. Adding password lines
A single-line input field, created exclusively for passwords, which allows the entry of free form text while concealing the true identity of the characters.

The password field can also be used as a security feature. If you would like to 'Password Protect' (restrict access) a form, you
may enter a password value that must be matched by your users in order for them to submit the form. Details below.

Procedures for Adding Password Lines:

1) Make the determination that a password line is the line type you would like to add.
2) From the Add Line Item page click the password field [image] button.
3) Your first decision at the Add Password Line page is whether to create your own password line or use one of the prefabbed samples listed below.
4) If you find a line, in the samples, similar to what you are looking for, use it. These samples are set up with the industry standards for length & edits.
5) If an adequate sample cannot be located, then you must create your own. Password fields come with several attributes that need attention:

Example: *Password:   Member's Password

  a. Label
      A small number of words describing what information is to be collected in the password field.(Usually "Password")
      In the example above the label is the word "Password".
      If no label is required or a comment line above adequately describes the field, label can be blank (not recommended).
      To accomplish this simply space over the "enter label" text in the label box.
  b. Bold
      A check box, that when checked, will cause the label to display in bold.
  c. Average # of Characters
      On average how many characters will be entered into this password field.
      In the example above a password will average about 7 characters.
  d. Maximum # of Characters
      What is the maximum number of characters that will ever be entered into this password field.
      In the example passwords up to 10 characters are allowed.
  e. Short Comment or Help Link
      A small number of words that might help further describe the field to the client.
      In the example above the short comment is the "Member's Password".
      If a more detailed explanation is needed, enter the web address of a help page and switch
      the radio button underneath to Help Link, in order to further explain the function
      of this field. The following image will be displayed to you clients as a link:[image].
  f. Required
      If this switch is set to Yes, your client is required to enter a password.
      Also, a red asterisk will be displayed to the left of the label indicating this is a required field.
      In the example above the red asterisk to the left of the label indicates password is a required field.
      Clients will not be able to submit the form without entering a password.

Once these attribute have been selected, click on the [image] button to complete the addition to your form.

Procedures for Password Protecting your form:

1) Create Your Own Password Line then click on the [image] button.
2) On the 'Form Security - Update Form Password' page enter a unique password.
3) Distribute this password only to users that require access to this form.
     Without this password a user will not be able to submit this form.

I. Line Item - B. Adding Lines - 3. Adding text area lines
A multiple-line input field that can capture a relatively large answer, made up of free form text. Procedures for Adding Text Area Lines:

1) Make the determination that a text area line is the line type you would like to add.
2) From the Add Line Item page click the text area field [image] button.
3) Your first decision at the Add Text Area Line page is whether to create your own text area line or use one of the prefabbed samples listed below.
4) If you find a line, in the samples, similar to what you are looking for, use it. These samples are set up with the industry standards for length & edits.
5) If an adequate sample cannot be located, then you must create your own. Text area fields come with several attributes that need attention:

Example:
*Reason for Leaving:


  a. Label
      A small number of words describing what information is to be collected in the text area field.
      In the example above the label is the phrase "Reason for Leaving".
      If no label is required or a comment line above adequately describes the field, label can be blank (not recommended).
      To accomplish this simply space over the "enter label" text in the label box.
  b. Bold
      A check box, that when checked, will cause the label to display in bold.
  c. # of Rows
      A text area field looks like a box. # of rows refers to the height of the box measured in characters.
      In the example above, # of rows is 5.
  d. # of Columns
      A text area field looks like a box. # of columns refers to the length of the box measured in characters.
      In the example above, # of columns is 35.
  e. Short Comment or Help Link
      A small number of words that might help further describe the field to the client.
      If a more detailed explanation is needed, enter the web address of a help page and switch
      the radio button underneath to Help Link, in order to further explain the function
      of this field. The following image will be displayed to you clients as a link:[image].
  f. Required
      If this switch is set to Yes, your client is required to enter some text in this text area field.
      Also, a red asterisk will be displayed to the left of the label indicating this is a required field.
      In the example above the red asterisk to the left of the label indicates "Reason for Leaving" is a required field.
      Clients will not be able to submit the form without entering a Reason for Leaving.

Once these attribute have been selected, click on the [image] button to complete the addition to your form.

I. Line Item - B. Adding Lines - 4. Adding selection box lines
The Drop Down Selection Box creates a menu from which you are allowed to select one option. Procedures for Adding Selection Box Lines:

1) Make the determination that a selection box line is the line type you would like to add.
2) From the Add Line Item page click the drop down selection box field [image] button.
3) Your first decision at the Add Selection Box Line page is whether to create your own selection box line or use one of the prefabbed samples listed below.
4) If you find a line, in the samples, similar to what you are looking for, use it. These samples are set up with the industry standards for descripiton & options.
5) If an adequate sample cannot be located, then you must create your own. Selection box fields come with several attributes that need attention:

Example:
*State:
 

  a. Label
      A small number of words or a question describing or being answered by the group of options in the selection box.
      In the example above the label is the phrase "State".
      If no label is required or a comment line above adequately describes the field, label can be blank (not recommended).
      To accomplish this simply space over the "enter label" text in the label box.
  b. Bold
      A check box, that when checked, will cause the label to display in bold.
  c. Options(Answers)
      List every option to be considered under the specified label. Each line you type in this text box represents a different option.
      In the example above, the word 'Alabama' is the first selection option and the first line in this box.
  d. Short Comment or Help Link
      A small number of words that might help further describe the field to the client.
      If a more detailed explanation is needed, enter the web address of a help page and switch
      the radio button underneath to Help Link, in order to further explain the function
      of this field. The following image will be displayed to you clients as a link:[image].
  e. Required
      If this switch is set to Yes, your client is required to make a selection from this selection box.
      Also, a red asterisk will be displayed to the left of the label indicating this is a required field.
      In the example above the red asterisk to the left of the label indicates "State" is a required field.
      Clients will not be able to submit the form without selecting a State.

Once these attribute have been selected, click on the [image] button. This will take you to the selection box option page (explained in the next section).

I. Line Item - B. Adding Lines - 5. Adding check box lines
Checkboxes are on/off switches that may be toggled by the user. Procedures for Adding Check Box Lines:

1) Make the determination that a check box line is the line type you would like to add.
2) From the Add Line Item page click the check box field [image] button.
3) Your first decision at the Add Check Box Line page is whether to create your own check box line or use one of the prefabbed samples listed below.
4) If you find a line, in the samples, similar to what you are looking for, use it.
5) If an adequate sample cannot be located, then you must create your own. Check Box fields come with several attributes that need attention:

Example:
*Same as billing info:


  a. Label
      A small number of words or a question that is considered true or false, based on whether or not the checkbox is checked.
      In the example above the label is the phrase "Same as billing info".
      If no label is required or a comment line above adequately describes the field, label can be blank (not recommended).
      To accomplish this simply space over the "enter label" text in the label box.
  b. Bold
      A check box, that when checked, will cause the label to display in bold.
      Interesting: Trying to explain this 'Bold' checkbox field in the middle of a general explanation about checkboxes.
  c. Short Comment or Help Link
      A small number of words that might help further describe the field to the client.
      If a more detailed explanation is needed, enter the web address of a help page and switch
      the radio button underneath to Help Link, in order to further explain the function
      of this field. The following image will be displayed to you clients as a link:[image].

Once these attribute have been selected, click on the [image] button to complete the addition to your form.

I. Line Item - B. Adding Lines - 6. Adding radio button lines
Radio buttons are like checkboxes except that they are mutually exclusive: when one is switched 'on', all others within a grouping are switched 'off'. Procedures for Adding Radio Button Lines:

1) Make the determination that a radio button line is the line type you would like to add.
2) From the Add Line Item page click the radio button field [image] button.
3) Your first decision at the Add Radio Button Line page is whether to create your own radio button line or use one of the prefabbed samples listed below.
4) If you find a line, in the samples, similar to what you are looking for, use it. These samples are set up with the industry standards for description & options.
5) If an adequate sample cannot be located, then you must create your own. Radio button fields come with several attributes that need attention:

Example:
*U.S. Citizen?
 YesNo

  a. Label
      A small number of words or a question describing or being answered by the group of radio button options.
      In the example above the label is the phrase "U.S. Citizen?".
      If no label is required or a comment line above adequately describes the field, label can be blank (not recommended).
      To accomplish this simply space over the "enter label" text in the label box.
  b. Bold
      A check box, that when checked, will cause the label to display in bold.
  c. Options(Answers)
      List every option to be considered under the specified label. Each line you type in this text box represents a different option.
      In the example above, the word 'Yes' is the first option to be within this radio button group and the first line in this box.
  d. Short Comment or Help Link
      A small number of words that might help further describe the field to the client.
      If a more detailed explanation is needed, enter the web address of a help page and switch
      the radio button underneath to Help Link, in order to further explain the function
      of this field. The following image will be displayed to you clients as a link:[image].
  e. Required
      If this switch is set to Yes, your client is required to make a selection from this radio button group.
      Also, a red asterisk will be displayed to the left of the label indicating this is a required field.
      In the example above the red asterisk to the left of the label indicates "U.S. Citizen?" is a required field.
      Clients will not be able to submit the form without indicating if they are a U.S. Citizen.

Once these attribute have been selected, click on the [image] button. This will take you to the radio button option page (explained in the next section).

I. Line Item - B. Adding Lines - 7. Adding file selection lines
This input type allows the user to select files, stored on their computer, so that their contents may be submitted with a form. This included files like photos, Word documents, Excel documents etc... Procedures for Adding File Selection Lines:

1) Make the determination that a file selection line is the line type you would like to add.
2) From the Add Line Item page click the file selections field [image] button.
3) Your first decision at the Add File Selections Line page is whether to create your own file selection line or use one of the prefabbed samples listed below.
4) If you find a line, in the samples, similar to what you are looking for, use it.
5) If an adequate sample cannot be located, then you must create your own. File selection fields come with several attributes that need attention:

Example:
*Photo Upload:
 

  a. Label
      A small number of words or a question describing the file to be uploaded.
      In the example above the label is the phrase "Photo Upload".
      If no label is required or a comment line above adequately describes the field, label can be blank (not recommended).
      To accomplish this simply space over the "enter label" text in the label box.
  b. Bold
      A check box, that when checked, will cause the label to display in bold.
  d. Short Comment or Help Link
      A small number of words that might help further describe the field to the client.
      If a more detailed explanation is needed, enter the web address of a help page and switch
      the radio button underneath to Help Link, in order to further explain the function
      of this field. The following image will be displayed to you clients as a link:[image].
  e. Required
      If this switch is set to Yes, your client is required to make a file selection.
      Also, a red asterisk will be displayed to the left of the label indicating this is a required field.
      In the example above the red asterisk to the left of the label indicates "Photo Upload" is a required field.
      Clients will not be able to submit the form without selecting a photo to upload.

Once these attribute have been selected, click on the [image] button to complete the addition to your form.

I. Line Item - B. Adding Lines - 8. Adding sub-title lines
A single text line used to group the next few input fields together. Use this only to enhance the readability of your form. Procedures for Adding sub-title Lines:

1) Make the determination that a sub-title line is the line type you would like to add.
2) From the Add Line Item page click the sub-title [image] button.
3) Your first decision at the Add Sub-Title Line page is whether to create your own sub-title line or use one of the prefabbed samples listed below.
4) If you find a line, in the samples, similar to what you are looking for, use it.
5) If an adequate sample cannot be located, then you must create your own by entering the appropriate sub-title text.

Example:
[image]

  a. sub-title text
      A small number of words or a question describing the sub-title.
      In the example above the sub-title text is the phrase "Billing Information".

The background color of the sub-title bar can be changed to any color in the Color Update section.
Once the sub-title text has been entered, click on the [image] button to complete the addition to your form.

I. Line Item - B. Adding Lines - 9. Adding comment lines
A single text line used as a note or lengthy question that is able to utilize the entire line. Procedures for Adding comment Lines:

1) Make the determination that a comment line is the line type you would like to add.
2) From the Add Line Item page click the comment [image] button.
3) Your first decision at the Add Comment Line page is whether to create your own comment line or use one of the prefabbed samples listed below.
4) If you find a line, in the samples, similar to what you are looking for, use it.
5) If an adequate sample cannot be located, then you must create your own by entering the appropriate comment text.

Example:
Important Note: Address is required.

  a. comment text
      The actual comment you would like displayed.
Once the comment text has been entered, click on the [image] button to complete the addition to your form.

I. Line Item - B. Adding Lines - 10. Adding Item Selection & Quantity Lines
Item selection lines are always composed of three fields:
1) Item Selection field.
      This selection box will contain a brief description (and/or item number) and price of the products or services you are selling.
      This field is to be populated and updated by you.
2) Quantity field.
      This field is a selection box with values ranging from *Qty and 2 to 10. This field can not be changed by you.
      Your user will make a selection here to indicate the quantity of product/service they wish to purchase.
      *If your user selects Qty (default selection), it is the same as selecting a quantity of 1.
3) Total Amount.
      This field is a text box that will display the result of multiplying the price (found in Item Selection field) by the Quantity field.
      This field can not be changed by you or your user.
There is a maximum of 10 Item selection lines allowed per form.

Example:
*Pizza Selection:
 

  a. Label
      A small number of words or a question describing the products to be sold.
      In the example above the label is the phrase "Pizza Selection".
      If no label is required or a comment line above adequately describes the field, label can be blank (not recommended).
      To accomplish this simply space over the "enter label" text in the label box.
  b. Bold
      A check box, that when checked, will cause the label to display in bold.
  c. Required
      If this switch is set to Yes, your client is required to make an item selection.
      Also, a red asterisk will be displayed to the left of the label indicating this is a required field.
      In the example above the red asterisk to the left of the label indicates "Pizza Selection" is a required field.
      Clients will not be able to submit the form without making a 'Pizza Selection'.
  d. Products For Sale
      List every product to be sold under the specified label. Each line you type in this text box represents a different product.
      Do not enter prices in this box. Prices will be entered in the next text box named 'Product Prices'.
      Each line in the 'Products For Sale' text box directly corresponds to a line in the 'Product Prices' text box, respectively.
      The number of lines in these two text boxes must match.
  e. Product Prices
      List every corresponding price for products listed in the 'Products For Sale' text box.
      Enter only numerals & a decimal point in this box. $ and other special characters are not valid.
      Each line in the 'Product Prices' text box directly corresponds to a line in the 'Products For Sale' text box, respectively.
      The number of lines in these two text boxes must match.

Once these attribute have been selected, click on the [image] button to complete the addition to your form.

I. Line Item - B. Adding Lines - 11. Adding Sub Total Line
Use this input field to total up your shopping cart line items. Calculations are performed after
each item selection is made.

There is a maximum of 1 Sub-Total line allowed per form.

I. Line Item - B. Adding Lines - 12. Adding Sales Tax Line
Use this input field to calculate sales tax for customers that reside in the state of your choice.
Calculations are performed after each item selection is made and based on the percentage of your
choice. The percentage is applied to the sub-total.

There is a maximum of 1 Sales Tax line allowed per form.

Example:
*Tax (AZ 8.10%):
 

  a. Apply Tax To State
      If a customer resides in this state (selected by you), then sales tax will be added to their total.
      In the example above the 'Apply Tax To State' is Arizona.
  b. Tax Rate
      This is the rate the customer will be charged if their billing state matches the
      "Apply Tax To State" you have selected.

      Calculation:
      1) Tax Rate is expressed as a percentage. In the example above the entry of 8.10 is equivalent to 8.1 percent.
      2) Tax Rate will be applied to the form sub-total amount yielding tax amount, which will be added to the customer's grand-total.

*State Selection Box Requirement: A selection box populated with state options (spelled out; no abbreviations e.g. Arizona not AZ)
is required somewhere on the form. Otherwise, tax will not be calculated. If there is more than one state selection box, the one closest
to the top of the form will be compared to the 'Apply Tax To State' field.

I. Line Item - B. Adding Lines - 13. Adding Shipping Line (percentage)
If you would like to charge your customers for shipping as a percentage of the sub-total, select this input field.
Calculations are performed after each item selection is made and based on the percentage of your
choice. The percentage is applied to the sub-total. Tax (if applicable) is included in the sub-total.

There is a maximum of 1 Shipping line (of either type) allowed per form.

Example:
*Shipping & Handling:
 

  b. Shipping Rate
      This is the rate the customer will be charged for shipping.

      Calculation:
      1) Shipping Rate is expressed as a percentage. An entry of 15.00 is equivalent to 15 percent.
      2) Shipping Rate will be applied to the form sub-total amount (tax, if applicable, is included in the sub-total.) yielding shipping amount,
          which will be added to the customer's grand-total.

I. Line Item - B. Adding Lines - 14. Adding Shipping Line (client selection)
If you would like to allow your customers to select their own appropriate shipping amount, select this input field.
Shipping is not calculated. The amount on the shipping selection is the amount that gets added to the sub-total.
Suggestion: Be very descriptive with the selections. If the selections are based on total order amount,
be sure to include the dollar ranges for each shipping price. If the selections are based on the quantity
of products ordered, be sure to include quantity ranges for each shipping price.

There is a maximum of 1 Shipping line (of either type) allowed per form.

Example:
*Shipping & Handling:
    

  a. Label
      A small number of words or a question describing the shipping.
      In the example above the label is the phrase "Shipping & Handling".
      If no label is required or a comment line above adequately describes the field, label can be blank (not recommended).
      To accomplish this simply space over the "enter label" text in the label box.
  b. Bold
      A check box, that when checked, will cause the label to display in bold.
  c. Required
      If this switch is set to Yes, your client is required to make a shipping selection.
      Also, a red asterisk will be displayed to the left of the label indicating this is a required field.
      In the example above the red asterisk to the left of the label indicates "Shipping & Handling" is a required field.
      Clients will not be able to submit the form without making a shipping selection.
  d. Shipping Selection
      List every shipping alternative available to your users. Each line you type in this text box represents a different shipping alternative.
      Do not enter prices in this box. Prices will be entered in the next text box named 'Shipping Prices'.
      Each line in the 'Shipping Selection' text box directly corresponds to a line in the 'Shipping Prices' text box, respectively.
      The number of lines in these two text boxes must match.
  e. Shipping Prices
      List every corresponding price for shipping alternatives listed in the 'Shipping Selection' text box.
      Enter only numerals & a decimal point in this box. $ and other special characters are not valid.
      Each line in the 'Shipping Prices' text box directly corresponds to a line in the 'Shipping Selection' text box, respectively.
      The number of lines in these two text boxes must match.

I. Line Item - B. Adding Lines - 15. Adding Grand Total Line
Use this input field to total up your shopping cart line items, taxes & shipping. Calculations are performed after
each item selection is made. This is the amount your customers will pay.

There is a maximum of 1 Grand-Total line allowed per form.

I. Line Item - C. Updating Lines
Procedures for Updating Lines:

1) From the Form Line Item page click the [image] button for the line to be updated.
This should take you directly to the Update Line Item page.

I. Line Item - C. Updating Lines - 1. Updating text field lines
Text field is defined as a single-line input field that can capture a relatively small answer, made up of free form text. Text field lines are items like name, amount charged, address, phone number, e-mail, salary etc... Any piece of information that can be entered free form and the answer is not a large number of characters. Procedures for Updating Text Field Lines:

1) When you click on the [image], the system will make the determination that this is a text field line to be updated.
2) The systems will then display the Update Line Item page presenting the selected line with all of it's current attributes.
3) Modify any/all of the following text field attributes that need attention:

Example: *Phone:   Member's Phone Number

  a. Label
      A small number of words describing what information is to be collected in the text field.
      In the example above the label is the word "Phone".
      If no label is required or a comment line above adequately describes the field, label can be blank (not recommended).
      To accomplish this simply space over the "enter label" text in the label box.
  b. Bold
      A check box, that when checked, will cause the label to display in bold.
  c. Average # of Characters
      On average how many characters will be entered into this text field.
      In the example above a phone number will average about 12 characters.
  d. Maximum # of Characters
      What is the maximum number of characters that will ever be entered into this text field.
      In the example above an international phone number might have up to 25 characters.
  e. Short Comment or Help Link
      A small number of words that might help further describe the field to the client.
      In the example above the short comment is the "Member's Phone Number".
      If a more detailed explanation is needed, enter the web address of a help page and switch
      the radio button underneath to Help Link, in order to further explain the function
      of this field. The following image will be displayed to you clients as a link:[image].
  f. Required
      If this switch is set to Yes, your client is required to enter some text in this text field.
      Also, a red asterisk will be displayed to the left of the label indicating this is a required field.
      In the example above the red asterisk to the left of the label indicates phone is a required field.
      Clients will not be able to submit the form without entering a phone number.
      Use this switch with caution, some fields are better left alone: e.g. every client will not have a middle initial.
  g. Edits
      If this switch is set to anything besides "none", it will require your client to enter text that conforms to the selected edit.
      Here are the available edits:
      1. Numbers Only
          If this edit is invoked, clients are only able to enter numbers & 1 decimal point.
          Use this with text fields like salary, price, amount, weight etc...
      2. Valid Date
          If this edit is invoked, clients are only able to enter a valid date in the format of MM/DD/YYYY.
          MM (month) must be between 01 & 12, DD (day) must be between 01 & 31 and YYYY (year) must be four digits like 1984.
          Use this with text fields like birth date, expiration date, application date etc...
      3. Valid E-mail
          If this edit is invoked, clients are only able to enter a valid e-mail address in the format of yourname@yourdomain.com.
          E-mail is the only text field this edit should be used with.
      4. Credit Card
          If this edit is invoked, clients are only able to enter a valid credit card number as defined by the rules below.
          a. Card number must be all numeric, No dashes no imbedded spaces.
          b. Master Card numbers must begin with the number 5 and have 16 total characters.
          c. Visa numbers must begin with the number 4 and have 16 total characters.
          d. American Express numbers must begin with the number 3 and have 15 total characters.
          e. Discover numbers must begin with the numbers 6011 and have 16 total characters.

          A "Card Brand" line (selection box) will be added in addition to the credit card text line when the credit card edit is selected.

Once these attributes have been modified, click on the [image] button to complete the line modification.

I. Line Item - C. Updating Lines - 2. Updating password lines
A single-line input field, created exclusively for passwords, which allows the entry of free form text while concealing the true identity of the characters.

The password field can also be used as a security feature. If you would like to 'Password Protect' (restrict access) a form, you
may enter a password value that must be matched by your users in order for them to submit the form. Details below.

Procedures for Updating Password Lines:

1) When you click on the [image], the system will make the determination that this is a password line to be updated.
2) The systems will then display the Update Line Item page presenting the selected line with all of it's current attributes.
3) Modify any/all of the following password attributes that need attention:

Example: *Password:   Member's Password

  a. Label
      A small number of words describing what information is to be collected in the password field.(Usually "Password")
      In the example above the label is the word "Password".
      If no label is required or a comment line above adequately describes the field, label can be blank (not recommended).
      To accomplish this simply space over the "enter label" text in the label box.
  b. Bold
      A check box, that when checked, will cause the label to display in bold.
  c. Average # of Characters
      On average how many characters will be entered into this password field.
      In the example above a password will average about 7 characters.
  d. Maximum # of Characters
      What is the maximum number of characters that will ever be entered into this password field.
      In the example passwords up to 10 characters are allowed.
  e. Short Comment or Help Link
      A small number of words that might help further describe the field to the client.
      In the example above the short comment is the "Member's Password".
      If a more detailed explanation is needed, enter the web address of a help page and switch
      the radio button underneath to Help Link, in order to further explain the function
      of this field. The following image will be displayed to you clients as a link:[image].
  f. Required
      If this switch is set to Yes, your client is required to enter a password.
      Also, a red asterisk will be displayed to the left of the label indicating this is a required field.
      In the example above the red asterisk to the left of the label indicates password is a required field.
      Clients will not be able to submit the form without entering a password.

Once these attributes have been modified, click on the [image] button to complete the line modification.

Procedures for Password Protecting your form:

1) Click on the [image] button.
2) On the 'Form Security - Update Form Password' page enter a unique password.
3) Distribute this password only to users that require access to this form.
     Without this password a user will not be able to submit this form.
4) To change the password, simple overlay the existing password with a new one and click 'Update Form Password'

I. Line Item - C. Updating Lines - 3. Updating text area lines
A multiple-line input field that can capture a relatively large answer, made up of free form text. Procedures for updating Text Area Lines:

1) When you click on the [image], the system will make the determination that this is a text area line to be updated.
2) The systems will then display the Update Line Item page presenting the selected line with all of it's current attributes.
3) Modify any/all of the following text area attributes that need attention:

Example:
*Reason for Leaving:


  a. Label
      A small number of words describing what information is to be collected in the text area field.
      In the example above the label is the phrase "Reason for Leaving".
      If no label is required or a comment line above adequately describes the field, label can be blank (not recommended).
      To accomplish this simply space over the "enter label" text in the label box.
  b. Bold
      A check box, that when checked, will cause the label to display in bold.
  c. # of Rows
      A text area field looks like a box. # of rows refers to the height of the box measured in characters.
      In the example above, # of rows is 5.
  d. # of Columns
      A text area field looks like a box. # of columns refers to the length of the box measured in characters.
      In the example above, # of columns is 35.
  e. Short Comment or Help Link
      A small number of words that might help further describe the field to the client.
      If a more detailed explanation is needed, enter the web address of a help page and switch
      the radio button underneath to Help Link, in order to further explain the function
      of this field. The following image will be displayed to you clients as a link:[image].
  f. Required
      If this switch is set to Yes, your client is required to enter some text in this text area field.
      Also, a red asterisk will be displayed to the left of the label indicating this is a required field.
      In the example above the red asterisk to the left of the label indicates "Reason for Leaving" is a required field.
      Clients will not be able to submit the form without entering a Reason for Leaving.

Once these attributes have been modified, click on the [image] button to complete the line modification.

I. Line Item - C. Updating Lines - 4. Updating selection box lines
The Drop Down Selection Box creates a menu from which you are allowed to select one option. Procedures for updating Selection Box Lines:

1) When you click on the [image], the system will make the determination that this is a selection box line to be updated.
2) The systems will then display the Update Line Item page presenting the selected line with all of it's current attributes.
3) Modify any/all of the following selection box attributes that need attention:

Example:
*State:
 

  a. Label
      A small number of words or a question describing or being answered by the group of options in the selection box.
      In the example above the label is the phrase "State".
      If no label is required or a comment line above adequately describes the field, label can be blank (not recommended).
      To accomplish this simply space over the "enter label" text in the label box.
  b. Bold
      A check box, that when checked, will cause the label to display in bold.
  c. Options(Answers)
      List every option to be considered under the specified label. Each line you type in this text box represents a different option.
      In the example above, the word 'Alabama' is the first selection option and the first line in this box.
      You may replace the entire box by cutting & pasting selections from a txt file or replace one line at a time.
  d. Short Comment or Help Link
      A small number of words that might help further describe the field to the client.
      If a more detailed explanation is needed, enter the web address of a help page and switch
      the radio button underneath to Help Link, in order to further explain the function
      of this field. The following image will be displayed to you clients as a link:[image].
  e. Required
      If this switch is set to Yes, your client is required to make a selection from this selection box.
      Also, a red asterisk will be displayed to the left of the label indicating this is a required field.
      In the example above the red asterisk to the left of the label indicates "State" is a required field.
      Clients will not be able to submit the form without selecting a State.

Once these attributes have been modified, click on the [image] button to complete the line modification.

I. Line Item - C. Updating Lines - 5. Updating check box lines
Checkboxes are on/off switches that may be toggled by the user. Procedures for updating Check Box Lines:

1) When you click on the [image], the system will make the determination that this is a check box line to be updated.
2) The systems will then display the Update Line Item page presenting the selected line with all of it's current attributes.
3) Modify any/all of the following check box attributes that need attention:

Example:
*Same as billing info:


  a. Label
      A small number of words or a question that is considered true or false, based on whether or not the checkbox is checked.
      In the example above the label is the phrase "Same as billing info".
      If no label is required or a comment line above adequately describes the field, label can be blank (not recommended).
      To accomplish this simply space over the "enter label" text in the label box.
  b. Bold
      A check box, that when checked, will cause the label to display in bold.
      Interesting: Trying to explain this 'Bold' checkbox field in the middle of a general explanation about checkboxes.
  c. Short Comment or Help Link
      A small number of words that might help further describe the field to the client.
      If a more detailed explanation is needed, enter the web address of a help page and switch
      the radio button underneath to Help Link, in order to further explain the function
      of this field. The following image will be displayed to you clients as a link:[image].

Once these attributes have been modified, click on the [image] button to complete the line modification.

I. Line Item - C. Updating Lines - 6. Updating radio button lines
Radio buttons are like checkboxes except that they are mutually exclusive: when one is switched 'on', all others within a grouping are switched 'off'. Procedures for updating Radio Button Lines:

1) When you click on the [image], the system will make the determination that this is a radio button line to be updated.
2) The systems will then display the Update Line Item page presenting the selected line with all of it's current attributes.
3) Modify any/all of the following radio button attributes that need attention:

Example:
*U.S. Citizen?
 YesNo

  a. Label
      A small number of words or a question describing or being answered by the group of radio button options.
      In the example above the label is the phrase "U.S. Citizen?".
      If no label is required or a comment line above adequately describes the field, label can be blank (not recommended).
      To accomplish this simply space over the "enter label" text in the label box.
  b. Bold
      A check box, that when checked, will cause the label to display in bold.
  c. Options(Answers)
      List every option to be considered under the specified label. Each line you type in this text box represents a different radio button option.
      In the example above, the word 'Yes' is the first radio button option and the first line in this box.
      You may replace the entire box by cutting & pasting radio button options from a txt file or replace one line at a time.
  d. Short Comment or Help Link
      A small number of words that might help further describe the field to the client.
      If a more detailed explanation is needed, enter the web address of a help page and switch
      the radio button underneath to Help Link, in order to further explain the function
      of this field. The following image will be displayed to you clients as a link:[image].
  e. Required
      If this switch is set to Yes, your client is required to make a selection from this radio button group.
      Also, a red asterisk will be displayed to the left of the label indicating this is a required field.
      In the example above the red asterisk to the left of the label indicates "U.S. Citizen?" is a required field.
      Clients will not be able to submit the form without indicating if they are a U.S. Citizen.

Once these attributes have been modified, click on the [image] button to complete the line modification.

I. Line Item - C. Updating Lines - 7. Updating file selection lines
This input type allows the user to select files, stored on their computer, so that their contents may be submitted with a form. This included files like photos, Word documents, Excel documents etc... Procedures for updating File Selection Lines:

1) When you click on the [image], the system will make the determination that this is a file selection line to be updated.
2) The systems will then display the Update Line Item page presenting the selected line with all of it's current attributes.
3) Modify any/all of the following file selection attributes that need attention:

Example:
*Photo Upload:
 

  a. Label
      A small number of words or a question describing the file to be uploaded.
      In the example above the label is the phrase "Photo Upload".
      If no label is required or a comment line above adequately describes the field, label can be blank (not recommended).
      To accomplish this simply space over the "enter label" text in the label box.
  b. Bold
      A check box, that when checked, will cause the label to display in bold.
  d. Short Comment or Help Link
      A small number of words that might help further describe the field to the client.
      If a more detailed explanation is needed, enter the web address of a help page and switch
      the radio button underneath to Help Link, in order to further explain the function
      of this field. The following image will be displayed to you clients as a link:[image].
  e. Required
      If this switch is set to Yes, your client is required to make a file selection.
      Also, a red asterisk will be displayed to the left of the label indicating this is a required field.
      In the example above the red asterisk to the left of the label indicates "Photo Upload" is a required field.
      Clients will not be able to submit the form without selecting a photo to upload.

Once these attributes have been modified, click on the [image] button to complete the line modification.

I. Line Item - C. Updating Lines - 8. Updating sub-title lines
A single text line used to group the next few input fields together. Use this only to enhance the readability of your form. Procedures for Adding sub-title Lines:

1) When you click on the [image], the system will make the determination that this is a sub-title line to be updated.
2) The systems will then display the Update Line Item page presenting the selected line with all of it's current attributes.
3) Modify any/all of the following sub-title attributes that need attention:

Example:
[image]

  a. sub-title text
      A small number of words or a question describing the sub-title.
      In the example above the sub-title text is the phrase "Billing Information".

The background color of the sub-title bar can be changed to any color in the Color Update section.
Once the sub-title text has been updated, click on the [image] button to complete the line modification.

I. Line Item - C. Updating Lines - 9. Updating comment lines
A single text line used as a note or lengthy question that is able to utilize the entire line. Procedures for updating comment Lines:

1) When you click on the [image], the system will make the determination that this is a comment line to be updated.
2) The systems will then display the Update Line Item page presenting the selected line with all of it's current attributes.
3) Modify any/all of the following comment attributes that need attention:

Example:
Important Note: Address is required.

  a. comment text
      The actual comment you would like displayed.
Once the comment text has been updated, click on the [image] button to complete the line modification.

I. Line Item - C. Updating Lines - 10. Updating Item Selection & Quantity Lines
Item selection lines are always composed of three fields:
1) Item Selection field.
      This selection box will contain a brief description (and/or item number) and price of the products or services you are selling.
      This field is to be populated and updated by you.
2) Quantity field.
      This field is a selection box with values ranging from *Qty and 2 to 10. This field can not be changed by you.
      Your user will make a selection here to indicate the quantity of product/service they wish to purchase.
      *If your user selects Qty (default selection), it is the same as selecting a quantity of 1.
3) Total Amount.
      This field is a text box that will display the result of multiplying the price (found in Item Selection field) by the Quantity field.       This field can not be changed by you or your user.
There is a maximum of 10 Item selection lines allowed per form.

Example:
*Pizza Selection:
 

  a. Label
      A small number of words or a question describing the products to be sold.
      In the example above the label is the phrase "Pizza Selection".
      If no label is required or a comment line above adequately describes the field, label can be blank (not recommended).
      To accomplish this simply space over the "enter label" text in the label box.
  b. Bold
      A check box, that when checked, will cause the label to display in bold.
  c. Required
      If this switch is set to Yes, your client is required to make an item selection.
      Also, a red asterisk will be displayed to the left of the label indicating this is a required field.
      In the example above the red asterisk to the left of the label indicates "Pizza Selection" is a required field.
      Clients will not be able to submit the form without making a 'Pizza Selection'.
  d. Products For Sale
      List every product to be sold under the specified label. Each line you type in this text box represents a different product.
      Do not enter prices in this box. Prices will be entered in the next text box named 'Product Prices'.
      Each line in the 'Products For Sale' text box directly corresponds to a line in the 'Product Prices' text box, respectively.
      The number of lines in these two text boxes must match.
      You may replace the entire box by cutting & pasting 'Products For Sale' options from a txt file or replace one line at a time.
  e. Product Prices
      List every corresponding price for products listed in the 'Products For Sale' text box.
      Enter only numerals & a decimal point in this box. $ and other special characters are not valid.
      Each line in the 'Product Prices' text box directly corresponds to a line in the 'Products For Sale' text box, respectively.
      The number of lines in these two text boxes must match.

Once these attribute have been selected, click on the [image] button to complete the addition to your form.

I. Line Item - C. Updating Lines - 11. Updating Sales Tax Line
Use this input field to calculate sales tax for customers that reside in the state of your choice.
Calculations are performed after each item selection is made and based on the percentage of your
choice. The percentage is applied to the sub-total.

There is a maximum of 1 Sales Tax line allowed per form.

Example:
*Tax (AZ 8.10%):
 

  a. Apply Tax To State
      If a customer resides in this state (selected by you), then sales tax will be added to their total.
      In the example above the 'Apply Tax To State' is Arizona.
  b. Tax Rate
      This is the rate the customer will be charged if their billing state matches the
      "Apply Tax To State" you have selected.

      Calculation:
      1) Tax Rate is expressed as a percentage. In the example above the entry of 8.10 is equivalent to 8.1 percent.
      2) Tax Rate will be applied to the form sub-total amount yielding tax amount, which will be added to the customer's grand-total.

*State Selection Box Requirement: A selection box populated with state options (spelled out; no abbreviations e.g. Arizona not AZ)
is required somewhere on the form. Otherwise, tax will not be calculated. If there is more than one state selection box, the one closest
to the top of the form will be compared to the 'Apply Tax To State' field.

I. Line Item - C. Updating Lines - 12. Updating Shipping Line (percentage)
If you would like to charge your customers for shipping as a percentage of the sub-total, select this input field.
Calculations are performed after each item selection is made and based on the percentage of your
choice. The percentage is applied to the sub-total. Tax (if applicable) is included in the sub-total.

There is a maximum of 1 Shipping line (of either type) allowed per form.

Example:
*Shipping & Handling:
 

  b. Shipping Rate
      This is the rate the customer will be charged for shipping.

      Calculation:
      1) Shipping Rate is expressed as a percentage. An entry of 15.00 is equivalent to 15 percent.
      2) Shipping Rate will be applied to the form sub-total amount (tax, if applicable, is included in the sub-total.) yielding shipping amount,
          which will be added to the customer's grand-total.

Important Note: Shipping Line (percentage) & Shipping Line (client selection) are mutually exclusive. If you now have opted to use the other type,
you must first delete the existing shipping line, then add the shipping type of your choice.

I. Line Item - C. Updating Lines - 13. Updating Shipping Line (client selection)
If you would like to allow your customers to select their own appropriate shipping amount, select this input field.
Shipping is not calculated. The amount on the shipping selection is the amount that gets added to the sub-total.
Suggestion: Be very descriptive with the selections. If the selections are based on total order amount,
be sure to include the dollar ranges for each shipping price. If the selections are based on the quantity
of products ordered, be sure to include quantity ranges for each shipping price.

There is a maximum of 1 Shipping line (of either type) allowed per form.

Example:
*Shipping & Handling:
    

  a. Label
      A small number of words or a question describing the shipping.
      In the example above the label is the phrase "Shipping & Handling".
      If no label is required or a comment line above adequately describes the field, label can be blank (not recommended).
      To accomplish this simply space over the "enter label" text in the label box.
  b. Bold
      A check box, that when checked, will cause the label to display in bold.
  c. Required
      If this switch is set to Yes, your client is required to make a shipping selection.
      Also, a red asterisk will be displayed to the left of the label indicating this is a required field.
      In the example above the red asterisk to the left of the label indicates "Shipping & Handling" is a required field.
      Clients will not be able to submit the form without making a shipping selection.
  d. Shipping Selection
      List every shipping alternative available to your users. Each line you type in this text box represents a different shipping alternative.
      Do not enter prices in this box. Prices will be entered in the next text box named 'Shipping Prices'.
      Each line in the 'Shipping Selection' text box directly corresponds to a line in the 'Shipping Prices' text box, respectively.
      The number of lines in these two text boxes must match.
  e. Shipping Prices
      List every corresponding price for shipping alternatives listed in the 'Shipping Selection' text box.
      Enter only numerals & a decimal point in this box. $ and other special characters are not valid.
      Each line in the 'Shipping Prices' text box directly corresponds to a line in the 'Shipping Selection' text box, respectively.
      The number of lines in these two text boxes must match.

Important Note: Shipping Line (percentage) & Shipping Line (client selection) are mutually exclusive. If you now have opted to use the other type,
you must first delete the existing shipping line, then add the shipping type of your choice.

I. Line Item - D. Deleting/Re-Sequencing Lines
Procedures for Deleting/Re-Sequencing Lines:

I. Line Item - D. Deleting/Re-Sequencing Lines - 1. Deleting One Line or Selected Lines
There are two ways to delete single lines:

1) From the Form Line Item page click the [image] button of the line to be deleted.
This will take you back to the Form Line Item page after first deleting the selected line.
When attempting to delete a line you will receive a pop-up warning below:

2) To delete one line or multiple selected lines, from the Form Line Item page, check the
checkbox of the line(s) to be deleted. Then click the
'Delete Checked Lines/Re-Sequence All Lines' button at the bottom of the page.
When attempting to delete a line you will receive a pop-up warning below:

"WARNING: Are you sure you want to delete and/or re-sequence these lines?"

In other words, deleting a field, from a form in which clients have entered data, makes the data collected by the field inaccessible.

Example. I have a form defined as follows:

Membership Form
Name           Street Address           Phone Number

I have three clients that have entered the following data:





If I delete Street Address the data will look like this:

Name           Phone Number





As you can see the Street Address data is gone forever.

I. Line Item - D. Deleting/Re-Sequencing Lines - 2. Deleting All Lines on a Form
From the Form Line Item page towards the bottom right-hand side of the page select 'Check All' in the Check Lines:  selection box.
Then click on the [image] button located just above the 'Check Lines' box.
This will take you back to the Form Line Item page after first deleting all lines on the form.
When attempting to delete all lines you will receive a pop-up warning stating:

"WARNING: Are you sure you want to delete and/or re-sequence these lines?"

Be very cautious with this function, any and all data entered by your clients, using this form, will be lost.

I. Line Item - D. Deleting/Re-Sequencing Lines - 3. Re-Sequencing All Lines on a Form
Change the order in which the lines are displayed by manipulating the line sequence fields in the right most column of
Form Line Item page. Then click on the [image] button located at the bottom right-hand side of the page.
This will take you back to the Form Line Item page after first re-sequencing all lines on the form.
When attempting to re-sequence all lines you will receive a pop-up warning stating:

"WARNING: Are you sure you want to delete and/or re-sequence these lines?"

Be very cautious with this function, if any line item checkboxes are checked, those line items will be deleted.

I. Line Item - E. Client Identity Field
A client identity field is an element that helps you distinguish one client's data from another. Fields such as e-mail, name, phone and social security number help to uniquely identify your client. We suggest that you always include client e-mail on all your forms. Not only as a client identity field but also as a means of contacting your client.

II. Form Page Layout
Form Page Layout is a comprehensive menu of functions that may be performed to maximize the customization of your form. The menu includes Full Page Display, Line Item Edit, Title Update, Page Style, Image Update, Color Update & Form Complete.

All but two of these menu options are explained in a sub-section below. Line Item Edit is explained in it's own section I. Line Item. The Form Complete option should be used when all aspects of your form (Lines, Images, Title & Color) have been customized to your satisfaction.

Form Page Layout also displays the look and feel of your form. The form along with all it's modifications (if any) will be displayed below a solid black line labeled "Form begins below this bar". Except for the image positions not used ( e.g. [ Image 1 ] ), this form display is what the clients will see. The Full Page Display Option will show exactly what the client will see in it's own pop-up window with image positions, not used, showing as blank.

II. Form Page Layout - A. Page Style
Page style helps to customize your form by simulating the basic structure of your native web site pages. There are currently 5 page styles to choose from. Select the one that most closely matches the structure of your web pages. The idea is to have your client feel like they have not left your site when they get to one of our form pages. Click on one of the page style links below (pop-up window) and follow along as we walk through the components of a page style.

Page Style #1    Page Style #2    Page Style #3
Page Style