Accessing your forms

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

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

Another way to access your forms is to click the "8 Forms" link on your dashboard as shown below:

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

The Forms Designer Menu

You will then be redirected to the web-based form designer. The forms designer 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, Export JSON and Exit)

Save (which contains Save + Exit).

How the Designer Works

Your Question Fields

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 & Exit to return to the Forms page.

This concludes our overview of building your first form. If you have any questions or comments feel free to send us a message at or leave us a comment below.

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