Enabling Per-Form Agreement Requirement
Control which forms require agreement acknowledgment.
Why Per-Form Control?
Different forms may have different needs:
- Lead form → No agreement needed
- Client onboarding → Agreement required
- Quote request → Maybe optional
Enabling Agreement on a Form
- Go to Form Builder
- Select the form you want to edit
- Find the Agreement section
- Toggle "Require Agreement" on
- Save your form
Requirements Check
For agreement to work, you need:
- ✅ Agreement link configured in Settings
- ✅ "Require Agreement" enabled on the form
If the link isn't configured but the toggle is on, a warning will appear.
Agreement Flow
When enabled, clients must:
- Click "Review Agreement" (opens your link)
- Read the agreement document
- Check the acknowledgment box
- Then submit the form
What If They Don't Acknowledge?
The submit button won't work until:
- The checkbox is checked
- All other required fields are filled
Forms Without Agreement
For forms where agreement isn't enabled:
- No agreement section appears
- Submission works normally
- No agreement data is recorded
Note: Agreement settings are saved per-form. Changes to one form don't affect others.