Create a form and collect responses

Forms collect structured answers from clients — intake questionnaires, feedback, briefs, or approvals.

Build the form

1. Open Documents and select New document.
2. Choose the Form type.
3. Add your fields in the form builder and arrange them in the order you want clients to answer.
4. Adjust the form’s title and description so recipients know what you are asking for.

Share it and collect responses

1. Share the form the same way you share any document — with a link or through the client portal.