Creating Forms

📝 Steps to create a form:

1. Click Forms in the left menu then click Create in the top right corner.

   

2. Select the desired form from the list of forms available. You can refine the list by using the searchbar to look up the form by name.

3. Type a name for your form in the Description area at the top of the screen. If you would like your form to be private, toggle the switch next to the textbox.

info

We recommend using the residential address as the form name

4. Click Create.

   

5. You will now be redirected to the form view where you can fill out the required information.

6. Once completed, click the Save button at the top right of the page. If you have only partially completed the form, clicking the Save button will save the work in progress.

   

To return to the form for further editing or completion, please refer to Using Forms.