Client Form Editing

To configure the Client form, follow these steps:

1. In the Stage instance of your App, go to Settings – Form Editor – Client.

2. Add the required fields in the same way as when creating the form for Loan. For example, you want to add Name, Age, Address fields.

3. Next, go to Site Builder and create an Override page – Fill client (or go to the existing page if you have previously created one).

4. Click Edit to enter the Site Builder editor mode.

5. Next, add the form and the required fields. Follow the same steps 7–13 when creating the Loan form.