Forms & Surveys

Executive Summary

Forms & Surveys lets you build, publish, and collect responses for questionnaires, checklists, registrations, and inspections — without separate survey tools. Design forms visually, share a link with respondents, and review submissions in one place.

Who This Is For

• HR teams running onboarding or feedback surveys
• Operations teams collecting checklist data
• Marketing and events teams gathering registrations
• Quality teams running inspections

Key Capabilities

• Drag-and-drop form builder
• Published public forms (shareable links)
• Response collection and review
• Form management and archiving

Table of Contents

1. Getting Started
2. Creating a Form
3. Publishing a Form
4. Collecting Responses
5. Reviewing Submissions

Getting Started

Open Forms in the sidebar. All Forms lists every form in your organisation.

![Screenshot: Forms list — placeholder]

Creating a Form

1. Go to Forms → Create Form.
2. Add a title and description.
3. Drag fields onto the canvas — text, choice, date, file upload, and more.
4. Mark required fields and set validation rules.
5. Save the form.

![Screenshot: Form builder — placeholder]

Publishing a Form

When the form is ready:

1. Open the form and choose publish.
2. Copy the public link or embed instructions provided.
3. Share with respondents — no sign-in required for public forms unless you configure otherwise.

![Screenshot: Published form link — placeholder]

Collecting Responses

Respondents open the link and complete the form in their browser. Submissions save automatically when they submit.

![Screenshot: Public form fill — placeholder]

Reviewing Submissions

Return to All Forms, open a form, and view its responses. Export or filter responses for analysis.

![Screenshot: Form responses — placeholder]