Navigate to Manage Firms
Update Firm (scroll down) to Branding Settings. Here you can upload your firm logo for the intake forms and configure your Privacy Policy Link.
Click Update Firm to SAVE your changes.
Navigate to Intake Forms. ADR Notable has one default template for you to optionally use (or modify to make your own). You can build multiple intake templates.
Click New Form to build a form from scratch.
Create the Page Captions (section headers) and drag/drop the questions onto the form. Your custom fields are available for use in these forms.
To create an Unauthenticated log in experience for the participants, simply check the box that says "Allow participants to fill without signing in".
This will create a log in free user experience.
If the box is checked, participants will be asked to create a password and create an account.
After setting up the Intake Forms, they can be embedded on your website.
You can easily copy the link and embed on your website:
You, or your webmaster can place that link for access through your website:
Click here to view "How to submit an intake form to participants":