Form fields are used to insert information from your AppColl account into emails or documents. A form field explorer is available when adding Notifications or working with Email templates. The purpose of this explorer is to list all available form fields, allow previewing of their values, and easy insertion of the correct field name into email templates. 

When adding notifications, if you click the Add button from the Notifications screen, you will see the Show Form Fields option. 

You may also find the Show Form Fields option when working with email templates. For instance, if you click the Email icon from within a Matter Details page.

Once you open the form field explorer, at the top level, each category and sub-category of fields can be expanded to see the contained fields. If a specific task, matter, contact, or invoice is selected in the dropdown searches at the top of the form field explorer, the list of fields will show the values from the specified records (e.g. the value that would be generated in an email/form letter). 

To insert a form field into a selected location, simply click in the location where you would like to insert the form field (such as in the Message Body) and click the form field name you would like to insert from the form field explorer.

This video also shows how to work with the form field explorer: