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Here are the steps to follow to create the Client Information template shown in the video in using Confluence version 5.1:
- Logon to Confluence with an Id/password of a user who is authorized to design forms in Confluence.
- Add a Confluence page. Name it Client Information Page
- Add a form to a Confluence Page.
- Design the Client Information form shown below in the designer. Name the controls CompanyName, FirstName, LastName, Email and Phone.
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