Building a form

To build a form, please click:

• Manage
• Forms, then
• New form

First, enter the overall form details, then click Create:

You're now ready to build the body of your form.

Drag the Layout and Field icons from the left-hand side into the centre of the screen to design your form:

Your options include:

A Layout which helps you structure your form:

• Section - which breaks up your form into parts
• Paragraph - which is a chunk of text that appears inside your form

A Field which allows you to collect data in various formats:

• Text
• Long text
• Select one - select only one from a list of options
• Select multiple - select multiple options offered in a list
• Checkbox
• Yes / No
• Number
• Date
• Signature
• Annotation - upload an image for your customer to mark up

You can also enable the Consent if you wish to ask your customer for permission to collect the data in this form.

Once you drag an item into your form, you will be able to edit its details on the right of the screen:

You can re-arrange your form items by holding down the re-oder icon and dragging the item to a new position:

To preview your form, click the Preview button in the top right:

Click Save once you're finished.