How to Open/Create a New Form

Learn how to open a new form in Form Builder

1. Open Form Builder from left menu.

Open

2. Select New Form

Open

3. 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.

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