NextGen Dynamic Form Help Page
The NextGen Dynamic Form Help Page provides centralized access to every topic you’ll need to manage your Dynamic Forms environment. From organizations and user accounts to workflows, invitations, APIs, payments, reporting, and Dynamic Verification—this page serves as the primary reference hub for your entire system.
The Help Page home screen displays all available topics.
Each section below includes a direct link to that topic’s main menu page. Once there, you can browse the full set of pages using the left-hand navigation panel or the “Next/Previous” buttons at the bottom.
Topics Covered on the Help Page:
- Organization Admin Page
- Use the admin interface to review, process, and manage forms.
- Working in Queues
- Work with admin queues and view warehoused submissions.
- Building Forms
- Create and edit forms, configure notifications, rules, workflows, accessibility settings, stylesheets, CC logic, payment options, and more.
- Form Page Items
- Add or edit individual form fields such as text, tables, choice lists, signatures, uploads, images, and calculated fields.
- Assigning a Proxy for Electronic Signatures
- Set up approved proxies for electronic signature workflows.
- Workflow
- Design participant routing, conditional paths, workflow types, auto-escalation, and participant assignment.
- User Groups
- Create and manage user groups and email distribution lists for workflow routing.
- Single Sign On
- Set up SSO through CAS, ADFS, Shibboleth, LDAP, and other supported systems.
- Payment Forms
- Build payment-enabled forms and configure integrations such as Nelnet, Authorize.net, CashNet, PayPal, Official Payments, TouchNet, and Afford.
- Invitations
- Create invitation-based form access using uploads or the dashboard.
- Reservation Appointments and Events
- Create venues, appointments, and events, and manage user/admin views.
- Reporting
- Run and export reports to review form and submission data.
- Dynamic Forms Exchange (DFE)
- Install and configure the DFE, set up automation, manage XSLT files, and troubleshoot data export processes.
- APIs
- Use the Dynamic Forms API, create web services, manage database connections, integrate Google Sheets, and configure event triggers and security.
- Emails
- Review email basics and troubleshoot delivery issues.
- Texting
- Enable and manage texting at the organization and form level.
- Dynamic Forms Library
- Browse, add, and purchase forms from the library.
- User Portal
- Set up portal assignments, user types, and portal-level form controls.
- Training / User Group
- View User Group meetings, accessibility resources, demos, and Dynamic Forms University materials.
- Release Notes
- Browse release notes for all versions, including Dynamic Forms Exchange and Dynamic Verification releases.
- Site Status
- Check current system and site status.
- Dynamic Verification
- Access full guidance for Dynamic Verification—including configuration, user permissions, student queues, document review, corrections, ISIR handling, reporting, and DFE integration.
Get Started
Visit the NextGen Dynamic Form Help Page to explore the full topic list or use the direct links in each bullet above to jump into the first page of any section.