Getting Started

📝 Note: Ensure you have access to the Centerpoint Studio, the design and development application. If you don’t have access, you must contact the person responsible for the Centerpoint administration in your organization.

Ensure you have access to the Centerpoint Studio, the design and development application. If you don’t have access, you must contact the person responsible for the Centerpoint administration in your organization.

Start the Studio application by clicking the Studio card on your start page. The first time you use the Studio application, you will have the option to create a new Smartform or, you can click the “Create Form” button in the upper right-hand corner of the screen. You will see a list of templates that you can use and adapt to match your requirements. Select the template called NDA (non-disclosure agreement) by clicking the create button. Give the Smartform a name, for example, “My first Smartform”. Then press enter.

You are now able to edit the template you selected. But first, make sure it looks how you want it to look. In the section on your left-hand side, click the Actions button. You will now have several options. Click “Publish” to ensure the new version of the NDA Smartform is saved. Now click the Activate button to make it possible to run your NDA Smartform. The new Smartform you just created will appear in the list of Smartforms. You can access your list of Smartforms by clicking the Smartforms button in the tab menu. Finally, click the Create Form button, the from will be opened in a new window.

Let’s pretend you’re now the Recipient of the Smartform and go ahead and fill in the NDA. Then click submit. For the Recipient, the Smartform is now read-only and cannot be changed. The business user can go to the Records menu (tab menu Smartform and second tab menu Records). Here you will notice that the Smartform is marked as completed. Select the Smartform from the list, and you will see the answers submitted by the Recipient.