Our questionnaires let you build flexible, logic-based and user-friendly forms which you can use to collect high quality responses. You can share them via email, put them on your website or embed them in multi-step workflows. They can be electronically signed as well (if required) and the data can be exported as CSV. Let's build and send your first questionnaire:
Here is how to create, save and share a questionnaire really quickly.
Watch this video or read the instructions below
Important note: if you would like to embed your questionnaires in client portals look at this article instead.
Go to Document, Click on the '+' icon and choose "forms"
2. Import a form from a template or select a few fields from the available list
3. Click "Create Form"
You can now
Share the form via the Share Button
Preview it in a separate tab to see what it will look like to end users
Clone it or copy to memory
Whenever someone fills out the form, the data will be collected in the Records tab of the form.
That is easy enough. However, there is much more to forms that you may wish to learn about:
embedding forms in portals
signing digitally the data submitted via a form
For these more advanced topic, start here.
Now, go to the next step:
Altenatively, go a step back: