Forms
Introduction to FormsLearn how to create, send, and manage custom forms in Equip to streamline data collection and enhance communication across support teams.
Sending a FormEasily share forms with students and ensure responses are properly tracked.
Viewing Form ResponsesLearn how to view form responses in Equip and see who submitted answers.
Assigning a Subject on a Form ResponseLearn how to assign a subject to a form response in Equip to protect participant privacy and assign it later.
Reactivating a FormLearn how to reactivate a form in Equip by adjusting filters and updating its status from inactive to active. A quick, step-by-step guide to restore hidden or archived forms.
Marking a Form as InactiveLearn how to mark a form as inactive in Equip to keep your workspace organized without deleting data. Follow this quick guide to update a form’s status from Active to…
Enabling Notifications for a FormLearn how to enable response notifications for any form in Equip so your team can stay informed when new submissions come in.
Requiring Approval for a FormLearn how to enable approval requirements for any form in Equip. This guide shows you how to turn on Require Approval, select approvers, and ensure submissions are reviewed before they’re…
Approving FormsLearn how to review, approve, or reject form submissions in Equip. This guide explains approval permissions, where to find pending forms, and what happens after approval.
Adding a Form SignatureLearn how to add a signature when completing a form in Equip. This guide explains how to type or draw a digital signature and submit a signed form response.
Filling a FormLearn How To fill out a form in Equip to collect information, document progress, and complete required paperwork as a Participant, Supporter, or Admin.