Forms in Equip are used to collect information, document progress, and complete required paperwork. Depending on how the form was created, you may be filling out either a PDF form or a custom form built directly in Equip.
📍 Access the Form
Forms may be available in one of the following places:
Forms can be accessed in several ways, depending on your role and permissions:
From the Home page → Fill a Form quick link
From a Participant’s Profile → Forms section (for supporters completing forms for a participant)
From the Forms Library (if an Admin has granted you access)
Through a direct link shared with you
📄 Open the Form
Click the name of the form you need to complete
Review any instructions or context provided at the top of the form
Confirm the correct participant is selected, if the form is participant-specific
✍️ Complete the Form
Fill out each question as accurately as possible
Required fields must be completed before submission
Forms may include:
Short or long text responses
Multiple choice or checkbox questions
Dates, ratings, or acknowledgements
📎 Filling Out a PDF Form
PDF forms are uploaded and managed by the Equip team and are used when a document must remain in its original format.
The form opens as a PDF file
Type directly into fillable fields, or
PDFs may require a signature or manual completion of certain fields
Once submitted:
The completed PDF is stored as a document
Responses are not broken out by question for tracking or reporting
PDF forms are best for externally required paperwork or forms that must remain in their original format.
🧩 Filling Out a Custom Form
Custom forms are built directly in Equip and are completed entirely in-app.
Questions appear as interactive fields within Equip
Required fields are enforced automatically
Responses are entered directly into Equip
After submission:
Data can be reviewed, approved, and tracked over time
Custom forms are ideal for data collection, progress tracking, and program-specific workflows.
✅ Submit the Form
Review your responses before submitting
Click Submit to complete the form
After submission:
The form may be sent to an approver, if one is assigned
📝 Equip Tip: If you’re not sure which type of form you’re filling out, notice how it opens: PDF forms open as documents, while custom forms open as interactive questions inside Equip.