Forms Setup
Global / Regional Roles
Global / Regional Roles
To access the setup area, go to the "Companies" list and click on the name of the company you'd like to add forms to. Next, click on the "Forms" tab on the right.
Company Admins
Company Admins
Company admins won't have access to the "Companies" list. You can still find the forms set up by clicking the "Company Details" button on the "Events List," and then clicking the "Forms" tab on the right
Form Creation
By clicking on the 'Create Form Type', it'll open up the next page that allows you to Name the Form Type, as well as add questions from a pre-approved list.
Give the form a name (Example: Evictions, Vehicle Accident, Security, etc.)
From the pre-approved list of questions on the right, click the questions you want to include within this form. You can also customize the order of the list.
Clicking "Save Form Type" will save your newly created form within the "Custom Forms" section on the next page.
