Forms & signatures

Forms with your own questions

Create forms with a visual editor or adapt a template to your business’s services.

Before you start

Sign in with a role that can access this feature. If the section is missing, ask the owner to check your user permissions.

Step by step

  1. Create a template or copy one from the gallery.
  2. Set its name, description, language and questions.
  3. Order the elements, mark required questions and designate specialist fields when relevant.
  4. Preview, review the content and activate the template.
  5. Assign it to a service or select it when preparing a form delivery.

Usage details

Review whether the content fits your services before use. Templates and signatures do not replace a review of the requirements applicable to your business.