- For more information on Adding and Editing Forms click here.
In you Onbaord library you can edit the form by selecting the form you wish to edit and select the edit icon under the Actions column here:
Double click the field you would like to edit (or drag and drop a field onto the form using the tools icon).
To setup autofill select the "Show Merge Codes" to expand the merge codes here:
Then select the merge code you would like to include here:
Then choose "Save"
For validation select the filed (in this case I am using the first field of a three part social security number):
Although I do have the SSN option for a validation since it is a three part (or comb of three different sections), I must use the number validation in this case:
Then choose "Save" for the field changes, and finally "Save" for the form change here: