Purpose of Account Fields

  • Used to notify administrators of important fields associated with each user account.
  • Typically, these fields consist of crucial user information, such as name and phone number.
  • Account Fields make it easier to reference different users and the interviews they have completed.
  • These fields can appear in Outside User Completion emails if specified.

 

Creating Account Fields

  • Creating an account field is simple.
  • When editing a field, mark it as an ‘Account Field’ by using the checkbox, then Save.
  • This field will now appear when users register an account through your DraftOnce instance.
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Using Account Fields with Outside User Completion Emails:
In Settings, select Account Fields, click Box to include outside user Account Fields on completion emails,
click Save 
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Changing the Display Order for Account Fields:
All account fields will be displayed. Drag and drop in your preferred order to rearrange the account fields.
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