Forms
Build forms and attach them to tasks.
How do I…
- Create a formBuild a form in the Form Library for your clients to fill in.
- Add pages, sections and fieldsLay out a form with pages, sections and the questions your client will answer.
- Publish a formMake a draft form available to attach to client tasks.
- Send a form to a client to signGive a client a form to fill in and sign, from choosing the form to sending the task.
- Attach a form to a taskGive a client a published form to fill in as part of a task.
- Set default answersFill in a field's answer ahead of time so your client only changes it if it is wrong.
- Preview a formCheck how your form looks and reads before you publish it.
- Pre-fill a form's answersEnter the answers you already know so your client only has to check them and fill in the rest.
- Require a form before completionStop a client finishing a task until they have submitted its form.
- See a client's submitted answersRead the answers a client gave when they submitted a form.
- Download a submitted form as a PDFSave a client's submitted answers as a PDF for your records.
- Edit a formChange a form's name, description, pages or fields, including a form that is already published.
- Unpublish a formMove a published form back to draft so it no longer appears when you attach a form to a task.
- Archive or restore a formRetire a published form you no longer use, or bring an archived form back.
- Delete a formRemove a form you never used from your Form Library for good.
- Export a formSave a copy of a form to a file or the clipboard so you can reuse it in another business.
- Import a formAdd a form to your Form Library from a file or text you exported from Hydi.