Forms & Assessments
Create, send and store responsive forms and assessments
Introducing Smart Forms
Introducing the Form Builder
Creating and Editing Assessment Templates in the Form Builder
- Can I edit a pre-built assessment form?
- How do I add smart fields to an assessment template?
- How do I move a field in the Form Builder?
- How to create a copy of a custom assessment form for editing
- How do I add mandatory fields to an assessment?
- How do I edit an assessment template?
- How do I add a description to an assessment that I have created?
- How do I add a diagram to annotate to an assessment?
- Adding custom fields to an assessment as smart fields
- How do I change the title of an assessment?
- Copying fields within the Form Builder
Sending Smart Forms
- Access Codes for Smart Forms
- Why has my client received a Smart Form that they can't edit?
- Can I see the status of a Smart Form sent to a client?
- Can I change the default email text sent with a Smart Form?
- What's the difference between sending a form as a Smart Form or as a linked Form?
- How do I know if a Smart Form has been sent to a client?
- Can I send a Smart Form to a Third Party or Next of Kin?
- How do I send a Smart Form to a client?
- Updating a mobile number when sending Smart Forms