Forms are used to collect, record, or update important information such as service details, client feedback, risk assessments, and visit notes.
Click Add a New Form.
Choose the properties required for your form.
đ¤ Tip: Properties include adding a logo, questions, page titles, and other form settings.
Click Form Settings and enter the title of your form.
Use the Tool Box to select the type of questions to add to your form. You can choose from a range of question formats, and not all questions need to be in the same format. Add as many pages as your form requires.
Editing toolbar
When editing a form, the toolbar provides the following options:
Icon | Action |
X | Deletes the question. |
Eye | Hides or shows the question title. |
! | Makes the question mandatory. |
Two squares | Copies the question. |
+ | Copies the question to the Tool Box. |
Properties | Opens the side menu bar. |
Once your form is created, it can be previewed. See How to preview a created form for further guidance.