Clients → Forms → New form
A form template is built once and sent as many times as you need. This page covers authoring; Send forms and consents covers sending and tracking.
Simple mode and the full palette
The builder starts in simple mode, showing only the everyday field types. Most intake forms never need more than that.
Switch out of simple mode when you want the advanced types — date-and-time, rating, address, file upload, and calculated fields.
The field palette
Layout
| Field | Use it for |
|---|---|
| Section | A heading that breaks a long form into readable chunks |
| Paragraph | Explanatory text with no input — instructions, a disclaimer |
Text inputs
Text, Long text, Email, Phone, Number.
Email and phone validate what's typed, so you get a usable address rather than a typo.
Date and time
Date, Time, Date and time.
Selection
| Field | Behaviour |
|---|---|
| Checkbox | A single yes/no tick |
| Checkbox group | Pick any number from a list |
| Radio buttons | Pick exactly one, all options visible |
| Dropdown | Pick exactly one from a longer list |
| Rating | A star rating |
Advanced
| Field | What it does |
|---|---|
| Address | A structured address, not a free-text box |
| Signature | Drawn on screen. This is what makes a consent a consent. |
| Initials | A lighter-weight acknowledgment, for initialling individual clauses |
| File upload | The client attaches a document or photo |
| Calculated | A score derived from other answers — see below |
Required fields
Mark any field as required and the form can't be submitted without it.
Conditional logic
Any field can be shown only when other answers meet a condition — "if the client ticked pregnant, show these three questions".
You can combine several conditions and choose whether all of them must match or any of them.
The same rules are evaluated on the server when the form is submitted, so a client can't bypass a condition by fiddling with the page.
Calculated fields
A calculated field produces a score from other answers. It's how you turn a questionnaire into a triage signal.
How the total is built:
- Radio and dropdown — the selected option's score
- Checkbox group — the sum of every selected option's score
- Rating and number — the value itself
You then map the total onto bands — a label for each range, with the total falling into the lowest band whose maximum it fits under. A total above every band lands in the highest one.
The live preview computes the score exactly the way the server does, so what you see while authoring is what the client's submission will record.
Form settings
- Category — how the form is grouped in lists and in a client's documents
- Signature — whether a signature is captured
- Expiry — the default number of days a sent link stays live
Versions
Every form has version history. A form already sent keeps the version the client was sent — editing a template never rewrites a submission somebody has already completed.
Attaching a form to a service
A service can require a form, set on the service's Forms tab.
Starter templates
The builder ships with starter templates. Starting from one and cutting what you don't need is usually faster than starting from an empty form, and you're less likely to forget a standard question.
Archiving
Archive a form you no longer send rather than deleting it. Deleting orphans the submissions that reference it.