Track Details as Key Pointers Added in an Intake Form

Here is how you can use intake forms:

Step 1: Click on the third-party paper that you have uploaded using an intake form.

Step 2: Once the contract opens, navigate to the 'Contract' view.

Step 3: The contract will open on the left, with a toolbar in the right corner of the screen.

Click on the last card labeled 'Intake Form responses'.