How to Open/Create a New Form

Owned by Lisa Clark
Last updated: Apr 15, 2024
2 min read

Learn how to open a new form in Form Builder

  1. Open Form Builder from left menu.

Snag_150f48a3.png

  1. Select New Form

Snag_15357be0.png

  1. Name form. Complete the following fields:

  • Name

  • Assign to a parent tab. (ie: Intake, Consents, Assessments)

  • Mark appropriated boxes.

    • Checking Include Signature Section, will open a pop up.

  • Add sequence. This is the sequence the form will fall in within the parent tab.

  • Click Add. This close the window.

  1. To open form, Search for the form either by name or ID and click on the paper icon.