Equip’s Forms feature allows you to collect, organize, and manage information effectively. Whether you're collecting intake data, reporting incidents, or gathering signatures, Forms can be customized to meet your needs and streamline workflows.
Steps to Create a Form
1. Navigate to the Forms Page
From your dashboard, select Documents in the navigation menu.
Click Forms to access the form management section.
Select Create Form to start building a new form.
2. Add Basic Form Details
Type: Select the type of form, Shared or Personal.
Shared Type - for forms that are shared across your organization. Select this option if the form needs to be used by multiple people or roles or if it should be a standardized form.
Personal Type - for forms that are personal or related to a particular individual.
Title: Give your form a clear and descriptive name (e.g., “Program Feedback Form”).
Description: Provide a brief explanation of the form’s purpose (e.g., “Use this form to collect feedback from mentors and students.”).
Category: Organize your form by assigning it to an existing category. You can select from the list provided, or leave it blank and decide later. Categories can be further customized from the list.
3. Add Form Preferences
Toggle any of these features to customize your form's settings:
Allow Attachments - Allow the form responder to attach documents to the submission.
Require Subject - Require that the form responder select a user to associate the response to. Multiple people can be selected for easy one-click multi-user form submission.
Require Signature - Require a signature before submitting the form.
Hide Subject Name - Hide the subjects name from the exported PDF reports for privacy.
Enable Notifications - Assign subscribed users that will be notified whenever a new form response is submitted.
Enable Expirations - For forms that require a new response on a recurring basis, enable expirations and assign subscribers that will be notified when a new response is required.
4. Add Questions
Select New Question to get started with question creation
Select the Question Type:
Acceptance: Yes/no answers
Date Answer: Select a date
Long Answer: long answer text box
Multiple Choice: Multiple answers can be selected
With this question type, you will have the ability to add answers
Number Answer: Number answers can be inputted
Short Answer: Short answer text box
Single Choice: Single answer can be selected
With this question type, you will have the ability to add answers
Enter the Question to be displayed on the form
Optional Features:
Toggle any of these features to customize your form's settings:
Allow Attachments - Allow the form responder to attach documents to the submission.
Require Subject - Require that the form responder select a user to associate the response to. Multiple people can be selected for easy one-click multi-user form submission.
Require Signature - Require a signature before submitting the form.
Hide Subject Name - Hide the subjects name from the exported PDF reports for privacy.
Enable Notifications - Assign subscribed users that will be notified whenever a new form response is submitted.
Enable Expirations - For forms that require a new response on a recurring basis, enable expirations and assign subscribers that will be notified when a new response is required.
Select Duplicate Question or New Question to add more questions to your form
5. Save and Review
Once all questions are added, click Save Form.
Review the form to ensure it meets your needs. You can always return to edit or adjust it later.