Getting Started With Neodeluxe Forms

Neodeluxe Forms

Neodeluxe Forms enable admins to create custom forms for various Neodeluxe products, including the Client Portal, Advanced Task Management, and Project Forms. These forms streamline data collection by structuring and securely inputting information directly into Filevine.

How to Access Forms

To access Neodeluxe Forms:

1. Go to the Admin menu.
2. Click Neodeluxe Portal.
3. Click Portal Forms.

Neodeluxe Forms Dashboard

The Portal Forms dashboard provides essential tools for managing your forms. Key features include:

1. Show Inactive Portal Forms checkbox - Toggle to display inactive forms.
2. + Create Portal Form button - Add a new form.
3. Toolbar - Access dashboard view management options.
4. Forms Table - View existing forms.

Learn more about the Neodeluxe Toolbar and table management here.

Types of Neodeluxe Forms

Neodeluxe offers several types of forms to support different use cases:

• Task Forms
  Linked to specific messages in the Client Portal, these forms are assigned as part of an automated workflow to collect information from Client Portal users.

• Project Forms
  Used internally within Neodeluxe and accessible through the Project Forms page.

• Static Forms
  Always visible and available for users to edit and update in their Client Portal. Administrators control access by assigning roles. Unlike Task or Project Forms, Static Forms remain accessible regardless of active flows or messages.

• ATM Forms
  Designed specifically for Advanced Task Management (ATM). These forms function like other Neodeluxe Forms but are exclusively accessed and managed as tasks within the ATM interface.