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Frequently Asked Questions
General Questions
What is the platform, and how does it work? ⏵
Who is this platform for? ⏵
How is data security handled? ⏵
What browsers and devices are supported? ⏵
Word Add-In
How do I install the Word Add-In? ⏵
How do I create a new form? ⏵
How do I publish a form and share it? ⏵
Admin Portal
How do I customize branding for my forms? ⏵
Where can I manage users? ⏵
How do I view audit logs? ⏵
How can I upgrade my plan or manage billing? ⏵
Where do I find the Learning Center or contact support? ⏵
Responsive Forms
How do clients or end users submit forms? ⏵
What happens after a form is submitted? ⏵
Can forms be filled out on mobile devices? ⏵
Can I limit access to a form? ⏵
How do dynamic recipients work? ⏵
Technical & Troubleshooting
I’m having trouble installing the Word Add-In—what should I do? ⏵
How do I fix formatting issues in generated documents? ⏵
I forgot my password—how do I reset it? ⏵
Who do I contact for additional support? ⏵