Forms Intake

Forms Intake

Using forms for structured intake inside a workspace (requests, checklists, client submissions).

Overview

This guide explains how to manage forms intake within your workspace.

Key Concepts

• Security: All actions are cryptographically signed.
• Audit: Changes are logged in the workspace ledger.

Instructions

1. Navigate to the relevant section.
2. Select the item you wish to modify.
3. Confirm your changes.

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