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      Option Contract, Modification, and Cancellation Methods for EFO (Form Optimization)

      How to subscribe to the EFO (form optimization) feature, and the procedures for changing or canceling the subscription.

      Permissions to Contract or Cancel EFO (Form Optimization) Option

      <Permissions>

      <Target Plans>

      All plans, including the FREE plan

      This page provides instructions for contract operations (including changes and cancellations). For information about EFO option fees and billing timing, please refer to the "EFO (Form Optimization) Fees" page.

      Procedure for Contracting EFO (Form Optimization) Option

      1. Navigate to the "Team > EFO" settings page
      2. Click the "Use" button or select the plan you want to subscribe for the EFO option, then apply
        ※ Only Team Owners/Team Administrators can apply
      3. Check the "Agree to Immediate Payment" button and click the "Contract" button


        3.1 If you have a single plan, select the number of form slots you want to apply the EFO function to and contract

        3.2 Select the form to which you want to apply the EFO function and apply

      4. Set the EFO function on or off for the form
        4.1 Navigate to the form list page


        4.2 Select the editing page of the form to which you want to apply EFO


        4.3 Go to the form editing page's "Settings" tab


        4.4 Set each EFO function on or off

        For details on each function and how to turn them on or off, click here: Details of EFO (Form Optimization) Function

        4.5 For some functions, configure settings on the form editing page

        For instructions on how to access the EFO settings page, click here: Access to the Settings Page
        For details and settings of each function, click here: Details of EFO (Form Optimization) Function

      Procedure for Changing Forms with EFO Option in the Single Plan

      In the case of a single plan, you can change the forms to which you want to apply the EFO function within the number of slots you applied for.

      Example:

      When applying for 2 slots

      Apply to forms A and B

      Afterward,

      Change to A Form and C Form

      1. Go to the settings page "Team > EFO"
      2. Uncheck B Form, check C Form, and click the "Apply EFO Function to Selected Forms" button
      3. Review the modal content and click the "Change" button
        Frame 51904

      Procedure for Changing or Cancelling EFO Function Options

      Applicable to Both Unlimited and Single Plans

      1. Go to the settings page "Team > EFO"
      2. Click the respective buttons

      A) If canceling the contract: Click the "Cancel EFO Contract" button and cancel the contract

      B) If changing the contract: Click the "Change Contract" button and modify the contract

      Important Points

      Even if you turn off all EFO functions in the form editing page, the subscription will not be automatically canceled. If you want to cancel the EFO function, please use the "Cancel EFO Contract" option on the settings page "Team > EFO".

      Common questions about EFO functions can be found here: Frequent Questions about EFO (Form Optimization)