Creating Standard Forms

In the Association interface, click 'Forms' from the lefthand navigation menu.
The 'Standard Forms' page will open. To create a new Standard Form, click 'Add Standard Form.'
Select the form 'Status.' New forms are automatically set to 'Pending.'
- Pending status forms will not be visible and will allow for editing, like a draft.
- While set to Open, the form will be visible to your users, and they can upload files.
- Closed status disables form responses.
- Inactive status removes the form from your Association's list of forms, and can be re-activated later if necessary.
- To re-activate an inactive form, simply set the form status to Open.
Select the form's 'Recipients.' This box controls who can see the form, as well as who can complete the form. You must select at least one Recipient.
Select the 'Form Type.' A dropdown menu will appear, listing the available form types.
Enter the desired title for your form in the box under 'Name.'
Select the 'School Year.' The current school year will automatically appear in this box. To change it, click on the box below 'School Year.' A dropdown menu will appear, and you can select the desired school year for your form.
Select the form's 'Position.' A form's position allows you to control the order in which forms are displayed to users. For example, entering '1' as the 'Position' will seat your form at the top of your list of forms; If you have 30 forms active, entering '30' will place the form at the bottom of that list.
Select the activity associated with the form under 'Act.' Click the box below 'Act' to see a dropdown menu of activities, and select the appropriate activity associated with the form. If the form is not specific to an activity, leave this field blank.
If the selected activity does not have an associated team, the system can attempt to display the form under an existing team. For example, if 'Boys Swimming' is the activity listed under 'Act,' and no boys swimming team exists in this school's system, this toggle would force the system to search for girls swimming and associate the form to that activity.

If you are unsure about this feature, leave it toggled off.
Optionally, you can schedule when a form becomes 'Open.' To schedule when a form becomes accessible to your users, enter the date and time you desire. The system will automatically update the form's status to 'Open' at the selected time/day.
Optionally, a form can be shown directly to coaches. Under 'Show To Coach,' if 'Yes' is selected, coaches will see this particular form displayed as a button when entering scheduling, scoring, and roster data. If 'No,' the form will still be available on the list of forms tied to a state association.
Optionally, you may notify eligible users that a form was completed. Under 'Receipt Emails,' enter the email(s) you wish to notify. Emails entered in field must be tied to a Bound account.

Emails must be separated by commas.
To link the form to another association, select the box below 'Link an Association.' The association entered into this field will have access to the form as well as user responses.
Optionally, you can allow schools to edit their submissions. For example, if a user uploads the wrong file, they may re-upload it. If this box is left unchecked, the user submissions to the form are final.
You can also enable reminder notifications. When this box is checked, users who have not completed the form will be reminded. When left unchecked, the system will not notify users about an incomplete form.
Click 'Save Form.'

The form is now live. Manage your forms via the 'Form Status' as outlined in step 4.