Accessing your forms

Step 1: Click on the forms Icon on the lefthand menu of your dashboard.

When your trial account is first configured, you'll see that we have installed some demo forms to get you started. Feel free to play around with them to get a better understanding of how it works.

Step 2: Click on "+New" to create a new form

The Form Builder Menu

You will then be redirected to the web-based form builder. The form builder is where you create and edit your organization's forms.

On the top we have a row of buttons:


Convert a Form

Tools (which contains Import JSON and Export JSON)

Save & Close (which contains Save and Close without saving).

How the Designer Works

Your Question Fields

For more detailed articles on each question type, click here.

About your Question Fields

Your questions can be renamed to give it the label of your choice. Every question has a set of settings and advanced settings on the right that you can amend to suit your needs. Here is an example:

What happens when you are done building your Form?

When you are done building your form, click Save & Close to return to the Forms page.

Want to see how else you can use mobile forms to help your business? Read more about mobile forms here.

Other Useful Articles:

If you have any questions or comments feel free to send us a message at

Did this answer your question?