1
Open Forms
Go to Forms and review existing templates before creating a new one.
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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
App area: /dashboard/forms
Before you start
Check these items before changing participant, billing or compliance records.
- Know what information you need to collect.
- Avoid asking for information that is not required.
- Decide who should review responses.
Steps
Follow this workflow.
2
Build the form
Use the form builder to add sections, questions, required fields and instructions. Keep questions clear and short.
3
Preview the form
Preview the public form experience and test required fields before sending.
4
Send the form link
Share the generated form link with the participant, nominee, provider or stakeholder according to your consent process.
5
Review responses
Open the form responses area, review submissions and create participant records, documents or tasks from the information where needed.
Expected outcome
Structured information is collected consistently and can be used in participant workflows.
Related CordoCare guides
How to use waitlist and referrals
Record referrals, assess intake, manage waitlist status and convert a referral or waitlist entry into a participant.
How to upload and manage documents
Upload participant files, categorise documents, control access and keep evidence attached to the right record.
How to manage tasks and follow ups
Create tasks, assign owners, link participant work, use due dates and track team follow up.
Related feature pages
Want another workflow?
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