FormStack Activation Guide
FormStack Allows you send documents and emails from Xeppo using pre-coded templates, thereby prefilling all the clients data for you.
Configuring FormStack for your Xeppo Practice
If your practice is not already configured to use FormStack, our Support Team will get it set up for you. Please send us your request either in a ticket, or by email to email@example.com.
Once set up, you can start coding your documents. Refer to the technical article for assistance in this area.
When it comes to who can use the Document Merge functionality of FormStack within Xeppo, access may be restricted based on the Xeppo User Licence type and/or the Capabilities of a user as determined and set by your Practice Admin.
Attached below are some sample templates which you can upload into your FormStack account.