Managing Digital Forms

Forms can be created and managed from the form templates dashboard (Administration -> Forms). As well as Search and display current forms, the dashboard includes shortcuts to the 

• Completions Dashboard - Realtime forms status
• Complete a Form - Select and complete a form.
• Assign a Form - Assign a staff member a form to complete.
• Browse Library -  Display a list of standardised compliance forms you can add to your forms list.

Functionality available on the dashboard:

• Create a form by clicking Add Form Template
• Template Actions- Displayed as icons at the end of each template row.
  • Download the form template .docx file
  • Delete the form
  • Copy the form

Clicking on the form template Name will open the form edit page to modify the name, description, form fields, logic and upload an updated document template.