Overview

With MyCase’s Immigration Add-On Templated Smart Form Intakes, you can save time and increase accuracy by creating and utilizing reusable intakes. These intakes include all forms and related questions in the Smart Form package, saved question settings, and custom tabs.

This article explains what is included in a Templated Smart Form Intake, how to create a new one, and how to reuse an existing Templated Smart Form Intake for a similar case.

What is a Templated Smart Form Intake?

A Templated Smart Form Intake is a feature that lets you save all the forms, questions, question settings, and custom questions/document requests. This is especially helpful for similar petitions/applications that are done repeatedly. A Templated Smart Form Intake contains all of the following elements:

Included Forms and Related Questions
Customizable roles/form assignments
Custom Tabs and Questions
Question Settings:
- Question Hides
- Question Comments
- Question Flags

Notes:

Question comments using the mention/tagging feature will not be saved to the template.
Question comments from invitees/clients will not be saved to the template.

Editing Smart Form Question Settings

Question settings refer to the ability to hide, comment on, and flag specific questions of the Smart Form questionnaire/intake.

Hiding Questions

If you need to hide any questions you don't want your client or the invitee to see in the intake, you can simply mark these questions as hidden.

To hide a question on the smart form's intake:

Navigate to the Intake tab.
Locate the question that you would like to flag.
Click on the eye icon to hide the question.

Note: The eye icon turns blue when the question is hidden.

Commenting on Questions

You can comment on the question if you need to clarify a question, ask other specific details, or ask your client about a specific answer.

To comment on a question on the smart form's intake:

Navigate to the Intake tab.
Locate the question on which you wish to leave a comment.
Click on the comment icon.
Enter your comment.
Click Submit or click Enter/Return on your keyboard.

Flagging Questions

To bring extra attention to a particular question or particular questions, flag the question on the intake. To flag a question on the smart form's intake, you will need to follow the steps below:

Navigate to the Intake tab.
Locate the question that you would like to flag.
Click on the flag icon for the question

Note: The flag symbol will turn blue when the question is flagged.

Custom Questions & Document Requests

You can also save document requests and custom questions to a Template Smart Form Intake. In this section, we'll cover how document requests and custom questions can be added to a Smart Form to be reused later in Template Smart Form Intakes.

Adding a Custom Tab

You'll first need to add one or more custom tabs to add document requests or other custom questions to a Smart Form intake.

Custom tabs can be added to a smart form intake to accommodate any custom questions you want.

To create a custom tab, you will need to follow the steps below:

Navigate to the Intake tab
Click on ➕ Add Other Requests Tab under the individual for whom you are adding the tab.
Click type your tab name here for your custom tab (a new/blank tab will be named Other Requests by default).
Click the Create Tab button.

Notes:

Tab names must be unique and cannot be duplicated.
A tab must be named to add or import custom questions.
Custom tabs are not available for the Family Green Card Smart Form.
Custom tabs and questions must be added from within the custom intake settings for custom intakes.

Adding Custom Questions & Document Requests

Custom questions can be added to a smart form intake to gather any additional details that may be desired (including document requests).

The following question types can be used:

Text
Number
Date
Boolean (yes/no or true/false)
List
Expiry Date
Document Request

To add a question, you will need to follow the instructions below:

Navigate to the Intake tab.
Open the custom tab where you would like to add the question or add a new custom tab.
Click on the New Question + button.
Type out your question in the Question box.
Select the Type of question.
Click the Save button.

Importing Custom Questions

Any custom question that has been previously added will be added to the custom question library. If you need to reuse it, you can easily import it into any other smart form intake.

To import a custom question, you will need to follow the steps below:

Navigate to the Intake tab.
Open the custom tab where you would like to add the question or add a new custom tab.
Click on the Import Question option.
Click the Import button for all the questions you want to import.
Close the Import Custom Question screen.