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.
📁 Navigate to Forms
From the left-hand menu, click Forms.
Click Create Form to start building a new form.
📄 Add Basic Form Details
Type: Select Shared (used across your organization) or Personal (specific to one 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, or leave it blank and decide later.
⚙️ Toggle Preferences
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 subject's 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.
❓ Add Questions
For each question:
Click New Question to get started.
Enter the Question to be displayed on the form.
Select a Question Type:
Acceptance – Requires a box be checked to accept or consent.
Date Answer – Select a date.
Likert Scale – Displays a horizontal rating matrix with a configurable group label.
Long Answer – Open text box for detailed responses.
Multiple Choice – Multiple answers can be selected.
With this question type, you will have the ability to add answers.
Number Answer – Enter a number.
Short Answer – Small text box for brief responses.
Single Choice – One answer can be selected.
With this question type, you will have the ability to add answers.
Additional toggles:
Allow Attachments
Require Subject
Require Signature
Hide Subject Name
Enable Notifications
Enable Expirations
Select Duplicate Question or New Question to add more questions.
✅ 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.
Equip Tip: Start simple—add just the required details and a few key questions. You can always edit and expand your form later as your organization's needs grow.