How to do it
These steps are for PlanWell on the web.
- While editing the agreement text, write an uppercase field name in square brackets where the answer belongs, such as [CLIENT FULL NAME].
- Add an asterisk immediately after the closing bracket to require an answer: [CLIENT FULL NAME]*. Names such as [EVENT DATE]* and [CONTACT EMAIL] help PlanWell choose an appropriate input.
- Review the field summary beneath Agreement text. Choose Save draft before sending it.