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Overview

Forms collect structured data such as onboarding details, document confirmations, and quarterly updates. Build forms with drag-and-drop fields, publish them, and view submissions.

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Create and edit a form

1

Open form

Go to a unit or workspace and select a form (or create a new one).
2

Add fields

Use the Add field menu to insert inputs, multiple choice, checkboxes, files, and layout blocks.
3

Configure

Click a field to edit label, required state, options, or display.
The editor autosaves. Use layout blocks to add headings, sections, and guidance.

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Publish a form

Publishing makes a form available for submission.
1

Finalize

Finish your fields and review.
2

Publish

Switch the form to Published.
3

Share or embed

Link from a room, Files page, or send directly.

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Submit and update

Members can submit once, then update if allowed.
  • If a submission exists, switch to “Edit submission” to update
  • Disabled inputs reflect read-only states for prior submissions

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Review submissions

Use the submissions drawer for quick review.
  • View latest submissions with timestamp and submitter
  • See field-by-field values with labels
  • Export capabilities coming soon

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Best practices

  • Keep pages short and focused
  • Use required fields sparingly
  • Prefer descriptive labels over long help text
  • Use file upload for supporting documents where needed