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Email Integration

Adding Your Inbox

Employee Card Support

Assigning Team Members and Clients

Employee Portal Support

Completing Tasks on the Employee Portal Employee In Mail System Employee Initial Log In Employee Schedules & Availability How to Complete Forms

Parent Portal Support

Completing Forms Parent Scheduling Uploading Documents Initial Log In

Tasks and Projects

Translation Features

Form Translations In Mail Translations

User Access

Adding Admin Users Parent Portal Access Employee Portal Access

Quick Start

Setting Up Company

Business Settings

Email Templates Configuring Settings

Automations

Insurance Card Expiration Alert Forwarding Automations Intake Board

Form Builder

Add Forms to Your Website Adding Language Translation to Forms Create a form Review Form Question Types Send a Form

Scheduling Sandbox

Scheduling Musts!

Scheduling Algorithm

Workflow Boards

How to Move and Copy Client/Employee Cards on Boards How to Use Checklists Creating Board Automations

Map

How to Utilize Maps

Communication Platform

In Mail Mass Messaging Set Up Texting

Form Builder

Add Forms to Your Website

This article provides guidance on how to embed forms on your website, enabling seamless access for clients and employees to complete necessary documentation efficiently.

Adding Language Translation to Forms

Create a form

Review Form Question Types

This article provides an overview of the different types of form questions available, helping you understand what each option looks like and how it can be used.

Send a Form

Automatically or manually trigger a form to send to the parent portal or employee portal.

Articles in this category

Adding Forms to Your Website

This article provides guidance on how to embed forms on your website, enabling seamless access for clients and employees to complete necessary documentation efficiently.

Adding Language Translation to Forms

This article will walk you through adding language translation to the forms you build. 

Create a New Form or Edit and Existing From

This article reviews how to create a new form and goes over each question type. 

Embed HTML Code

Use an existing preformatted form in the ABA Engine Form Builder.

How to Unsend a Form

Learn how you can unsend forms that haven’t been completed yet.

Review Question Types and Pages on Forms

This article provides an overview of the different types of form questions available, along with a video that shows you how to add pages to your form.

Send a form - Creating an Automation

You can create automations to send forms or manually send forms to both clients and employees.

Send a form - Manually

You can send forms manually to parents and employees. This article will walk you through how to do that.

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