Sometimes you need to collect information in order to qualify your client and determine which information will be further required. Qualification forms are made for that.
If you already had conditions attached to your templates, you dont need to do anything. They were automatically transformed into qualification forms (please have a look at this migration guide)
How to create a qualification form ?
Any form within your template can be used as a Qualification Form. Off course the best position for this form is the first position in the list but this is not mandatory.
1.Go to one of your Clust template
2. Go to section General > Client profile
3. Go to Qualification Form card. In the dropdown, select the form you would like to use as qualification form.
In order for your qualification form to work properly, make sure you use the Conditional Display match your line items with your predefined questions/conditions.
How do they work ?
The qualification form will be displayed on the client portal each time the user logs in until it's filled in.