Overview

The Forms App makes it easy to collect information from clients. Build customizable forms with a range of question types, share them, and review responses — all inside your portal.

Key Benefits

• Build forms with question types including short and long answer, single and multi select, file upload, date, email, and phone.

• Choose whether a form is always on for all clients or sent to specific clients.

• Allow multiple submissions for recurring or ticketing use cases.

• Clients are notified by email and in-portal, and can submit on desktop or mobile.