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Make a property of a form mandatory

A practice manager can make a property of a form mandatory. As a result, persons must complete the property before they can complete the form. For example, if it is necessary to record a client's signature, you can make the Signature property mandatory.

To make a property mandatory, do this procedure.
  1. Select the user account button.
    The user account button
  2. Select SETTINGS.
    The SETTINGS command
    SmartFlow shows a General settings screen.
  3. In the TEMPLATES AND FORMS section, select Forms.
    The Forms command
    SmartFlow shows a Forms screen.
  4. Hover over the name of the form, then select the applicable form.
    The name of the form
    SmartFlow shows form settings.
  5. Hover over the applicable property.
    SmartFlow shows more settings.
  6. Select the Required button.
    The Required button
    The name of the property shows an asterisk. The asterisk identifies a mandatory property.
  7. Select SAVE.
    The SAVE button
The property is mandatory.