Building a form

Owners and admins

Sections, question types, required answers and preview.

1☰ menu → Forms → New form.
2Give the form a title and an optional introduction, e.g. what to have ready.
3Add sections (up to 20) and questions (up to 100). For each question choose its type, write the question, add help text and tick Required if needed.
4Press Preview to see the form as clients will.
5Press Create form (later edits: Save new version). Then attach it to a Lock.

Question type	Use it for
Short text / Long text	Names, numbers with letters, explanations.
Number	Amounts, with optional minimum, maximum and whole numbers only.
Date	Dates of birth, start dates.
Single choice / Dropdown	One answer from a list.
Multiple choice	Several answers from a list.
Yes / no	A tick box, e.g. consent. Make it required for a confirmation.
File upload	Up to 20 files per question: any file, images only, PDF only, or images or PDF.