Dublaw: Foundations

Class Outline

In our second class we will be spending all of our time on Dubsado’s forms and for good reason. Building upon five different form types available, you can create contacts,

Projects

Forms in Dubsado is without a doubt the area I spend most of my time in and for good reason. Forms are highly customizable and really, the only limit on how to use them

crm

the client portal

Videos

Class and Q&A videos are yours to review and download, I just ask that you respect copyright laws and not share them with others.

Next Steps

Here are some ideas on how to expand on some of this week’s topics.

Projects

• Upload your brand elements like logos, slogans, font, letter head etc. into Dubsado’s images so you can use them on the various form templates you create

crm

• Play around with the form building blocks to get a feel for what they do and how the can be sized and aligned in a template

the client portal

• Create columns using the column block and think about how you may want to incorporate that feature into your documents