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Forms

The Forms module lets you streamline data collection. You can create a form once and assign it to clients whenever you need.

Internal User experience

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Creating and sharing forms

Internal users can create forms that consist of questions. Once a form has been created it can easily be shared with clients. Supported question types are:

  1. Multiple choice - Single select
  2. Multiple choice - Multi select
  3. Short answer
  4. Long answer
  5. File upload

Client User experience

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Form responses

Client users get in-product and email notifications when a new form is assigned to them. After a form is submitted the internal user is notified that the request is complete.

Q&A

Can I edit a form that I've already shared with a client?

Yes you can. But only clients that have not submitted the form yet will see the updated version.

Have a question? Contact us or schedule a support call anytime.