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Forms

Training Session Recording

We covered the following:

  • Forms Overview & Access

  • Manage Forms

  • Creating a Form

    • Form Builder Basics

  • Publishing Forms

  • Sharing Forms

  • Form Settings

    • Notifications

    • Viewing Permissions

    • Who Can Fill Out Forms

  • Submissions & Requests

  • Viewing Completed Forms

  • Printing & Exporting Submissions

  • Templates Overview

    • Internal templates

    • External templates

  • Incidents

  • Referrals

  • Forms & Participants

  • Forms in Participant Profiles

  • User Forms

  • Exports