Form Content & Settings
Request changes to your forms
What is it? The ability to request a change to a form inside of the Baldwin portal and communicate with the Baldwin team on your requested changes. You can also view how your form is configured on this page. Please visit this article for more ...
Form notifications and configurations
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 ...
Form Management page
What is it? The Form Management page allows Form Owners to view and manage configurations and content on their organization's forms. Who can access the Form Management page Any user who is a Form Owner Form Management page is located in the Form ...
Filter form folders by group
What is Form Folder Filtering? The Form Folder Filtering feature allows Form Owners and Client Administrators to "hide" form folders, making them visible only to specific user groups. This feature does not restrict access to forms but helps reduce ...
Available form templates
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? ...