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Use our range of help guides to learn everything you need to hit the ground running!

How do I create a new Form?

To create a new Form, tap Manage, then tap Forms 

Tap Edit

Tap + Add Form and complete the following fields:

TitleEnter a title (name) for the Form
InformationEnter any information for your own internal reference
InstructionsEnter Form instruction. These will appear at the top of the Form and also in the Form request email
Pre-FillSlide the Enable button to the right to pre-fill a New Form with information from a previously completed Form on file for this Customer
PermissionSelect from:
Open - Once the Form is submitted, it can be opened and edited
Write Lock - Once the form is submitted, it can no longer be edited, only viewed

You may choose to enable the Consent section. This means that your customer will be required to select a consent checkbox in order to submit the form. The form with then appear in their customer file with a Consent Accepted label. 

Consent EnabledSelect this to enable the consent feature
Consent TitleEnter the title of the consent eg 'Data collection consent'
Consent ContentEnter the content 'We collect your data in accordance with privacy legislation'
Consent Accept LabelEnter the accept checkbox label eg 'I accept'

Tap + Add Item to add Items (questions, text etc) to your Form

You are able to add the following items to your Form:

Add each Item one at at time, tapping Save after each. The Form Items will appear listed in the Items section:

Form Items can be:

  • Edited by tapping directly on them
  • Deleted by tapping the red delete icon
  • Re-ordered in the list by tapping, holding and dragging the re-order icon 

You can Preview your Form by tapping the Preview button

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