Documents and communication

How to build and send forms

Create reusable forms, send public form links and review submitted responses.

Admins, managers and coordinators · 12 minutes

Before you start

Step 1

Go to Forms and review existing templates before creating a new one.

Step 2

Use the form builder to add sections, questions, required fields and instructions. Keep questions clear and short.

Step 3

Preview the public form experience and test required fields before sending.

Step 4

Share the generated form link with the participant, nominee, provider or stakeholder according to your consent process.

Step 5

Open the form responses area, review submissions and create participant records, documents or tasks from the information where needed.

Structured information is collected consistently and can be used in participant workflows.

Follow the next task, or explore the product workflow behind this guide.

Record referrals, assess intake, manage waitlist status and convert a referral or waitlist entry into a participant.

Upload participant files, categorise documents, control access and keep evidence attached to the right record.

Create tasks, assign owners, link participant work, use due dates and track team follow up.

Bring the questions that matter to your practice. We’ll walk through the records, notes and billing with you.

No account or card needed to request a walkthrough.