Build your client portal form

Go to Settings > Client Portals > Form to manage the structure and content of your onboarding form:

• Create the steps your questionnaire should include.

• Add fields (native or custom properties) within each step.

• Insert layouts such as images, PDFs, or dividers for better clarity.

• Set conditional logic for steps, fields, and layouts to tailor the form dynamically.

You can find more information in our product documentation