Forms

Creating forms, sending and filling them, approvals, expirations, reminders and PDF forms.

By Trent and 1 other2 authors20 articles

Understanding PDF form pre-fillWhere a PDF form's pre-filled values come from, how to fix wrong account details in Account Settings, and when a field mapping change has to go to Equip support.
Troubleshooting form response access, editing, and downloadsHow response status, form settings, your role's scope of support and link expiry decide whether a form response can be seen, edited or downloaded.
Remind someone to finish a formHow Send Reminder re-sends an invited responder's original form link, when the button is available, and how it restarts the link's expiry window.
Set up form expirations and renewal remindersHow to turn on Expiration Notifications, where the expiration date is actually set, when the reminders and to-dos arrive, and how a renewal closes out the old one.
Copy an existing formHow to duplicate a custom form in Equip, exactly what the copy carries over, and what you have to set again by hand.
Saving and finishing a form laterHow Save & Finish Later keeps a partly filled form as an In Progress response, who can see and resume it, and what does not happen until you submit.
Import an existing form or assessmentUpload a document or paste a survey link and let Equip's AI build the questions, with the supported file types, the size and length limits, and what to check afterwards.
Introduction to FormsWhat a form is in Equip, the difference between custom forms and PDF document forms, who can build and fill them, and how a response becomes a document.
Create a formStep-by-step build of a custom form in Equip, with the exact preference and notification labels, the eight question types, and what each setting changes.
Send a form to someone to fill outThe three ways to share a form (a general link, a participant-specific link and an emailed invitation), which one each form setting allows, and when links expire.
Viewing form responsesThe two places form responses are listed, the date range that hides older ones on the form page, and what each column and filter means.
Set or change the participant a form response is aboutHow to use Edit Subject on a form response to attach it to a participant after submission, and the settings and statuses that block it.
Make a form inactive or bring it backHow to retire a form without deleting it, exactly what stops working when it is Inactive, and how to find and reactivate it later.
Get notified when someone submits a formHow to turn on Response Notifications for a form, who you can subscribe, exactly when the notification fires, and why approval and Save & Finish Later delay it.
Require approval before a form response is finalHow to turn on Require Approval, who can be an approver, what approving and denying actually do, and why approval changes when notifications go out.
Approve or deny a form responseWho can approve or deny a form response, the signature and comment each action requires, and how a denied response is corrected and resubmitted.
Add your signature to a formHow to draw or type a signature on a form response, how to turn Require Signature on, and what a signature locks once the response is submitted.
Fill out a formWhere to start a form, what each field on the fill page does, and how custom forms and PDF document forms differ when you submit.
Limit who can see a form's responsesHow Restrict Access works on a form, who keeps access, how it combines with a role's Scope of Support, and why it does not stop anyone filling the form in.
Request a form after a calendar eventHow an event's Request Form setting creates a to-do for the roles you choose five minutes after the event ends, and the conditions that stop it firing.