What form templates are available to Baldwin clients?
Baldwin offers over 70 customizable form templates that can be added to your portal at no extra cost. Click Here to view a list of available form templates.
Need a form added to your portal?
Contact Baldwin Support to request any of these templates added to your portal.
Changing Form Settings This article covers the following form settings: General Settings Notifications Auto-Close Task Descriptions Risk Assessment / Risk Scale Navigating to the Form Group Select the Form Management menu from the navigation sidebar ...
Form Statuses Every form submission in Baldwin follows a defined lifecycle from creation through resolution. This article covers the two status systems in Baldwin: workflow states (the core submission lifecycle) and custom statuses (configurable ...
What is the Form Configuration? The Form Configuration feature provides a detailed overview of the setup and configuration for a specific form, including posting rules, notification settings, and integration mappings. Who Can Access Form ...
What is the Auto-Close Feature? The auto-close feature allows form submissions to be closed automatically based on specific criteria, making it easier to manage areas like the Form Dashboard. Who Can Adjust Auto-Close Settings? Form Owners can ...
Frequently Asked Questions (FAQ) - AI Form Summary What is the AI form summary feature? This feature uses AI to automatically generate a concise summary of what has been filled in on a form. The summary is displayed at the top of the form to help ...