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Managing Forms

Everything you need to know about requesting information using a form

Updated this week

After you have created a form, it will appear in the 'Forms' section of your workspace.

Each form has the following links, which allow workspace members to:

  • Submit form - Submit a form response by clicking the form title or 'Submit form'.

  • Email form - Send out new, trackable form submission requests.

  • View results - See all completed submissions and outstanding requests.

  • Get link - Copy the form's URL and distribute it by any means.

  • Options - The form's 'Options' dropdown menu offers the users the ability to edit, print, copy, archive, unpublish or delete the form.

At the top right of the forms section are the links to:

  • Workspace forms report - combines submission results from all forms in that workspace.

  • Archived - contains any forms that have been archived.

  • Trash - contains any forms that have been deleted. Only the Workspace Owner or an Administrator can permanently delete forms from the trash bin.

  • Create form - quickly set up an online form to securely request information.

Further reading:

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