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Custom Forms
Custom Forms
Building, numbering, filling out, and managing Custom Forms.
Assigning & Scheduling Forms
Send a form to people to fill out — once, on a recurring schedule, or via a Scan on Demand QR code.
Building a Custom Form
Design a custom form from scratch in the builder — sections, fields, page setup, numbering, and publishing.
Filling Out & Submitting a Form
Find an assigned form, fill in the answers, add signatures and photos, and submit — including forms that need approval.
Form Numbering
Give every submitted form a unique, readable number — set up a token pattern, control how the counter restarts, and see where the number shows up.
Start from a Sample
Begin a new form from a ready-made sample (JSA, JHA, or Sign-In Sheet) instead of a blank canvas.
