Use Forms to prepare reusable questionnaires, send them from the record they concern, and review the answers. A supplier assessment, project questionnaire or incident intake can bring structured information into a review without giving the recipient a workspace account.
Start with the builder guide to create questions and understand saving. Then review templates, completion and question locking, sending from a system, third party or demand, and response analytics.
The form definition, each delivery and each submitted response are separate records of the process. A completed form is ready for use; it does not mean its recipients have answered, or that their answers have been assessed.
Choose a guide
- Start from a template
- Build the form
- Complete its definition
- Send from a source record
- Read deliveries and answers
- Follow response analytics