To create a custom form, go to the Forms section and click “New Form.” Add the required fields, adjust settings, and save your form. You can then preview and share it with clients.

To edit a form, go to the Forms section, find the form you want to modify, and click the edit icon. Update the fields, layout, or settings as needed, then save your changes.

Each form has a unique shareable link. Copy the link from the Forms section and send it to clients or team members for them to fill out and submit.

All submitted forms are stored in the Forms section. Click “Show Submissions” to view details and manage responses.

In the Client or Team section, navigate to the Forms tab and select the form to attach. This helps in maintaining records and collecting necessary information.