Add fields and layout to your steps

Add fields

To add fields to your steps, click Add Field and search for the property, default or custom, you want to associate with it. Each field must be linked to an existing property, so create your custom properties before adding fields in the Client Portal.

The field display adapts automatically to the property type.

Choose your field display

A Yes/No property can be displayed as:

• Yes/No buttons.
• A Checkbox, for example to accept terms and conditions.

A Choice property can be displayed as:

• A single-select dropdown or radio buttons, for single-choice properties.
• A multi-select dropdown or checkboxes, for multiple-choice properties.

Add context to the choice options

For radio buttons and checkboxes, you can enable a side panel that displays additional context. The context editor supports rich text.

Add layout

The Client Portal also lets you add layout elements to a step, for descriptive text and to structure what the end user sees:

• Dividers: to separate your step into subsections.
• Text: to include extra descriptions in your step.
• PDF: to display a PDF viewer inside the step.