Create New Custom Forms Section


Custom forms can be organized into sections to help you categorize them. This article explains how to create new custom forms sections.

Creating Custom Form Sections

To create a new custom forms section, navigate to Settings > Loan > Custom Forms > Sections inside your company account.

As shown in the image above, click 'Add' to create a new custom form section. Then, choose a name for your new section. Once you have determined a name, click 'Save' to finish.

How did we do?

Powered by HelpDocs (opens in a new tab)