When you send a Smart Form, the recipient will receive two things as the form is sent via direct message:
- An email containing a link to the online portal
- An SMS containing an access code
As with a direct message, the email sent is simple and non-customisable and contains a Click here link to access the online portal:
Once the link is clicked, the message portal will appear, branded with your logo (as specified in Settings -> Organisation) at the top of the page:
At the same time, the SMS will be generated automatically and sent to the recipient:
The recipient should then enter the six digit access code into the Access Code box and select Unlock:
The portal will then open, displaying the Smart Form in an editable state ready to be completed, and the message sent alongside it at the top:
Once the information has been entered, the recipient will click Save at the bottom of the form:
Note - Once the information entered has been saved, the recipient will not be able to make any further changes to the form
Once the form has been saved, a confirmation message will appear:
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