RDB ProNet: Send online forms to fill and sign with Form Direct

Open Form Direct Setup

1. Select one or more forms
2. Click Next button to go to next step.

1. There are invitees required by forms in the list. Select to fill one by one.
2. Select or fill email and name, whilst some forms also require mobile to send code via SMS to Authentic invitee before signing.By default, Form Direct Setup dialog grabs names, emails and mobile number from someone related to current RDB object, i.e.:
   • Job: client contacts and consultants;
   • Placement: applicant, client contact and consultants
   • Applicant: applicant and consultants
   • Client: client contacts and consultants
   • Client Contact: client contact
   You can also enter or edit some other name and emails.
3. Click Next to fill next invitee detals; After completing filling all invitees, click Next will go to next step.

1. Name: the name will be the prefix before form name to generate document name to sign.
2. Set signing due date.
3. Review invitee details; if there’s any mistake, click Previous to go back to correct.
4. Click Send to send out invitations.

Invitation process is complete!