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 All survey responses, notes, questions and follow up documentation settings will apply to the entire group. To enable Group Scan as an option, turn on the  toggle in the Settings tab of the Scanner element.

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To add a fulfillment action, use the drop-down menu in the action menu to the right of the form. Click on There are two options available:

  • Actions (Submission)

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  • - This will trigger on every new form submission.
  • Actions (Doc Request) - This will trigger when prospect submits a form and selects a Document.

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In the Fulfillment Action pop-up window, use the drop down menu to select your desired action. 

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