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.
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. Give your form a name and click "Save"
You can now click on one of the icons to the left of the "Save" button to:
view form records (once the are submitted - initially the records table is empty)
view a preview of the form (a new tab will open)
clone the form (it will be saved in the current folder)
copy form URL (to share it with users)
copy form to memory (in order to paste it in another folder)
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 proposals
embedding forms in portals
embedding forms in workflows
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: