How to use your Generic Intake Form Template
This guide will help you understand how to use your generic intake form template.
All subscriptions in Immediation - Professional, Team, Organisation, Enterprise - come with templated 'intake form' and 'evaluation form' templates that you can use out-of-box. These are generic templates that will fit most simple cases, but they can also be edited by following the guide How to configure and edit an Intake Form. This document will show you how to find and use the generic intake form that is generated automatically as part of your subscription.
You must be provisioned with an account administrator role to view and change these settings on your platform.
1) Log in to Immediation. Depending on where your account is domiciled, this will either be app.immediation.com or app-us.immediaiton.com.
2) As an Account Administrator, go to "Organisation" -> "Intake Forms" and select "Intake Form".
3) Take note of the entry under "Intake form URL". This is unique to each account in Immediation. In this example, it is "194_intake_form".
4) Open a new tab on your browser and enter either "app.immediation.com/i/intake_form_url" or "app-us.immediation.comi/intake_form_url" depending on where your account is domiciled. In our example, we will use the address "https://app-us.immediation.com/i/194_intake_form".
5) This is a generic intake form your clients can use to file a dispute with you. It will require them to create an account on the platform. This is so that they can also submit documents about the case securely. The questions in the intake form are dispute agnostic and should be able to be applied to all types of organisations, either large or small. You can use this form as it is or as a starting foundation to create your form. You can follow the guide How to configure and edit an Intake Form to understand how to modify your form. If you are unsure, you can contact us at support@immediation.com.
6) Once complete, you will get an email notification letting you know that an intake form requires your attention. Login to your platform and you will see the matter card created based on the information the party has completed. The details of the case will be displayed on the submissions section.
7) You can also change the name and type of the case created under the matter card setting to be consistent with your naming convention. By default it will name the case Claimant Name vs. Respondent.
All subscriptions in Immediation - Professional, Team, Organisation, Enterprise - come with templated 'intake form' and 'evaluation form' templates that you can use out-of-box. These are generic templates that will fit most simple cases, but they can also be edited by following the guide How to configure and edit an Intake Form. This document will show you how to find and use the generic intake form that is generated automatically as part of your subscription.
You must be provisioned with an account administrator role to view and change these settings on your platform.
1) Log in to Immediation. Depending on where your account is domiciled, this will either be app.immediation.com or app-us.immediaiton.com.
2) As an Account Administrator, go to "Organisation" -> "Intake Forms" and select "Intake Form".
3) Take note of the entry under "Intake form URL". This is unique to each account in Immediation. In this example, it is "194_intake_form".
4) Open a new tab on your browser and enter either "app.immediation.com/i/intake_form_url" or "app-us.immediation.comi/intake_form_url" depending on where your account is domiciled. In our example, we will use the address "https://app-us.immediation.com/i/194_intake_form".
5) This is a generic intake form your clients can use to file a dispute with you. It will require them to create an account on the platform. This is so that they can also submit documents about the case securely. The questions in the intake form are dispute agnostic and should be able to be applied to all types of organisations, either large or small. You can use this form as it is or as a starting foundation to create your form. You can follow the guide How to configure and edit an Intake Form to understand how to modify your form. If you are unsure, you can contact us at support@immediation.com.
6) Once complete, you will get an email notification letting you know that an intake form requires your attention. Login to your platform and you will see the matter card created based on the information the party has completed. The details of the case will be displayed on the submissions section.
7) You can also change the name and type of the case created under the matter card setting to be consistent with your naming convention. By default it will name the case Claimant Name vs. Respondent.
Updated on: 07/06/2024
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