Add the Forms app to collect structured information (project briefs, onboarding details, questionnaires) without email back-and-forth.

Building a form

1. 1

   Choose New form

   Give it a name and a short description.

2. 2

   Add questions

   Each question has a label, a type (Text, Number, Date, Yes / No or Dropdown) and a Required switch. For dropdowns, list the options.

3. 3

   Group into steps (optional)

   Add steps to turn a long form into a multi-step wizard with saved progress. Leave empty for a single page.

4. 4

   Map answers to custom fields (optional)

   Point a question at one of your custom fields of the same type, and the answer is saved on the client automatically.

Sending a form

1. 1

   Choose Send a form

   Pick the form.

2. 2

   Pick who gets it

   An existing client (shown with whether they have portal access yet) or someone by name and email.

3. 3

   Set a deadline (optional)

   Needed by appears on the client's calendar.

• People with portal access fill it in under Forms in their portal. Everyone else gets an emailed link that works without signing in.
• You're emailed when it's submitted, if Form responses submitted is on in your notification settings.
• You can cancel an assignment that hasn't been submitted, copy its link, or remove it.

The default onboarding form

Mark one form as your Default onboarding form and it's sent automatically to every new client, so onboarding starts the moment they're added.