The Forms module lets you streamline data collection. You can create a form once and assign it to clients whenever you need.

Internal User experience

Viewing all forms

Creating forms

Internal users can create forms that consist of questions. Once a form has been created it can easily be shared with clients.  Supported question types are:

  1. Multiple choice - Single select
  2. Multiple choice - Multi select
  3. Short answer
  4. Long answer
  5. File upload
Creating a new form
Form creator

Viewing responses

Viewing form responses
Viewing responses

After a form is created and has been shared with clients, internal users can click on the form and see responders and responses in one streamlined view.

Client User experience

Answering a form
Client user answering a form

Form responses

Client users get in-product and email notifications when a new form is assigned to them. After a form is submitted the internal user is notified that the request is complete.