Working with forms in conversations

While responding to a conversation in Banno Support, you can help end users by sending them a form that they can fill out and send back to you.

If your financial institution has no forms to attach, the Form option is not available to select.

While viewing a conversation with an end user, select Attach a file, and then select Form.
A menu with a complete list of forms created in the form builder appears.
Use the search bar and the list of forms that appear to select a form.
After attaching a form, write a message if applicable, and then select Send.
Sending a form to an end user prompts them to fill it out. Once they submit it, you get a notification with their submitted data. When a form is sent to the end user to fill out, a tag with the name of the form is automatically added to the Banno Support case.
When the end user submits the form, the status changes to Submitted, and you can select Open form to view the information.
An event appears on the end user's Activity timeline that you can view in Banno People when they submit a form.
When the form appears, you can select Export to download the form.
When done viewing the form, select Finished.