• Requires an API ID for your account
• It must be provided to FormEvo directly
• FormEvo will need the email addresses of all individuals to use the service

Setting up a User 

1. Go to 'System'
2. Select 'Staff and Fee Earners'
3. Choose the user that you wish to link

1. Within the Communication Methods section, add the email that was provided to FormEvo.
2. Right click Add and enter the email address

1. In the External Services tab, you will see a field for FormEvo where you can now select the email address that was previously added for this staff member

1. Once selected, Save the changes you have made, and an icon will appear next to the user indicating FormEvo has been successfully linked

Setting up Forms 

1. To add forms into Insight, you need to go to System
2. Then Select 'Forms'
3. Cclick on Add in the top left corner, giving you the option to connect within the Form lookup bar

1. A new box will appear where you will then be able to search for new forms from the library

1. Enter any text relating to the form you wish to set up into the box at the top. This will then filter and show you only forms relating to your search
2. Once you have found the form you need, highlight and Click once to select it

1. You will then be able to see a preview of the form on the right-hand side of the screen

1. Any information recorded within Insight can be mapped onto the form.
2. If you click on a field within the form, it will bring up a Field Selection box

1. Pick the field from within Insight that you wish to have pulled through into the form. This means that anytime that information is recorded for a client, it can be brought through onto the form and into the cell it is mapped to.

1. To ensure the form you have mapped only appears on the relevant matters, you can change the Filter within the Form section. You can tick multiple matter types or whole departments

**If you want to delete a form, tick the Deleted option. This will mean that this template can no longer be used to produce forms within Case Enquiry. However, it will remain on the list in the Forms screen in case it needs to be reactivated**

• The Field Indexing section is used when you have information for multiple clients or multiple contacts of the same type needed in different areas of the same form.
• This ensures that the information mapped to the form is associated with the correct contact. An example would be recording children’s names and dates of birth on a form. To ensure that the names and dates are associated correctly, the indexing will create Contact1, Contact2, and Contact3. These are then entered as separate fields into the form. 
• Once you are happy with all the changes you have made, click on Save

 

Producing Forms 

1. To be able to produce the forms, go into Cases > Case Enquiry and search for the relevant matter.
2. Select the Document Production tab at the bottom of the screen 

1. Select any Document or Email Templates you have created with the Forms that have been set up.
2. To produce the form, tick the one you want to create and click the Produce icon next to the contact having confirmed the relevant details
3. Click on Open to see the produced form on the FormEvo website
4. Once on the FormEvo website, you can edit the form and add any other relevant information you need

 

**The following image shows that it has brought through the information recorded against the matter**

 

1. If you make any changes to the form, click Save on the left-hand side
2. This is also where you can Print the form or Finalise it and turn it into a PDF

1. Once you have produced a form in the Document Production tab, a copy of the form will save itself to the Matter Files section of that matter.
2. Double clicking the form will open the FormEvo website, where you can continue to edit the document

1. You will also be able to right click on the form to Archive, Finalise or Print the form. Some of these options will open the form within the FormEvo website

1. You may share a form with your client or a contact for them to review or complete themselves. To do this, right click on the form within Matter Files and select Share

1. This will automatically send an email to the client or contact allowing them to access the form, and you will receive confirmation that it has been sent.
2. The email they receive will come from a FormEvo email address rather than the user’s email address, so you may wish to notify your clients before sharing the forms with them