Forms
Learn how to use forms in Equip.
By MaryGrace and 1 other2 authors19 articles
- Setting Up Form ExpirationsLearn how to enable form expiration notifications, understand the default expiration date, and track response renewals.
- Sending Form RemindersLearn how to send reminders for invited form responses that are pending or in progress.
- Invite Responders to Fill a FormLearn how to invite responders to complete a form for a participant.
- Save & Finish Later for FormsLearn how to save partially completed form responses and come back to finish them later.
- Denying Form ResponsesHow approvers can deny form responses with feedback, and how responders can edit and resubmit.
- AI-Powered Forms & Assessments ImportLearn how to import existing forms and assessments into Equip using AI.
- Introduction to FormsLearn how to create, send, and manage custom forms in Equip to streamline data collection and enhance communication across support teams.
- Creating a FormLearn how to create Forms in Equip and request them from Calendar events when scheduled responses are needed.
- 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 Forms in Equip, including forms requested from Calendar event data collection.
- Form RestrictionsLearn how to limit who can view form responses and documents using Form Restrictions.