Monthly Support Webinar - March, April, and May 2022 - Forms

Monthly Support Webinar - March, April, and May 2022 - Forms

Forms Webinar

On March 30th 2022, SETWorks hosted the first part of a three-part webinar series about SETWorks Forms. Part one reviews basics of the SETWorks form builder tool, including how to create a new consumer form and create questions, question types, and question options. You can view the recording below: 



On April 27th 2022, SETWorks hosted the second part of a three-part webinar series about SETWorks Forms. Part two reviews intermediate features of the SETWorks form builder tool, including how to create question dependencies, confidential forms, and restricted fields. You can view the recording below: 



On May 25th 2022, SETWorks hosted the third part of a three-part webinar series about SETWorks Forms. Part three reviews advanced features of the SETWorks form builder tool, including how to manage signature configuration for forms, how to create complex predefined answers in the form builder, and how to use reports to aggregate results of completed forms. You can view the recording below:


    • Related Articles

    • Monthly Support Webinar - April 2021 - Reports

      Reports Webinar On April 28th 2021, SETWorks hosted a live webinar about Reports. You can view the recording from the link below: Topics Discussed Topics discussed include: How to access the Reports tab. How to mark a Report as a favorite. How to ...
    • Monthly Support Webinar - May 2021 - Tasks

      Tasks Webinar On May 26th 2021, SETWorks hosted a live webinar about Tasks. You can view the recording from the link below:  Topics Discussed Topics discussed include: Benefits of using Tasks How to create a Consumer Task from start to finish ...
    • Monthly Support Webinar - August 2021 - Individual Records

      Billable Individual Activity Records Webinar On August 25th 2021, SETWorks hosted a live webinar about the Group Record. You can view the recording from the link below:  ​ The SETWorks Billable Individual Activity Record is ideal for 1:1 situations - ...
    • SETWorks Webinar - February 2024 - Custom Form Reports

      Recording On February 21st 2024, SETWorks hosted a live webinar about Custom Form Reports. This feature allows users to take a form created in SETWorks and map it to export to either Word or Excel. You can view the recording from the link below: ...
    • Monthly Support Webinar - July 2021 - Group Records

      Billable Group Activity Records Webinar On July 28th 2021, SETWorks hosted a live webinar about the Group Record. You can view the recording from the link below:  ​ The SETWorks Billable Group Record is the most full-featured record in SETWorks and ...