Creating a New Form

1. Navigate to Forms

• Go to the left-hand navigation panel and click Forms.

2. Click "Create New Form"

• In the top-right corner, click the Create New Form button to begin building your form.

3. Enter Form Details

• Internal Title: Add a title to identify the form within the system (not visible to users)

• Internal Description: (Optional) Identify the form's purpose internally

• Heading: Enter the form header (visible to users)

• Description: (Optional) Appears below the heading

• Use Case: Select where the form will be used (Staff Notes, Client Notes, etc.)

4. Add Fields to the Form

Use the left panel to search and add fields:

• Contact Info: Name, Phone, Email, Address, Signature, Upload Image

• Text and Date: Instructions, Paragraph, Long Text, Date Picker, Time

• Choice: Multiple Choice, Single Choice, Single/Multiple Select

• Autocomplete Data: Dynamic fields based on Use Case (except Timesheet Note)

5. Field Actions (Hover)

When hovering over a field:

• Properties: Configure instructions, required fields

• Duplicate: Copy the field

• Remove: Delete the field

6. Preview the Form

• Click the eye icon next to Publish

• View how the form appears to users

• Click back arrow to return to editor

7. Publishing the Form

• Click Publish when all required fields are complete

• Tooltips will guide you if anything is missing