Forms Module - Creating a New Form

Keep in mind...

• This feature is only available to partners utilizing the Hub product or NACE Ready at this time.

Quick Video Guide

Step 1: Access the Forms Section

• Click on the 'Forms' tab in your dashboard.

Step 2: Create a New Form

• Click on ‘Create New Form’ to start the form creation process.

Step 3: Fill in Form Title and Description

• Enter a title and description for your new form in the provided textboxes to ensure clarity and context for users.

Step 4: Add Questions 

• Use the dropdown menu to select the type of question you want to add.
• To include more questions, click 'Add Question' again and repeat the process for each new question.
• Question Types Available:
  • • Additional Instruction
    • Consent Check Box
    • Currency
    • Date and Time Selection
    • File Upload
    • Matrix Table
    • Multiple Select Check Boxes
    • Ranking
    • Single Select
    • Text Entry

• Note add answer options if necessary

Step 5: Add Page Breaks

• Click on 'Add Page Break'.
• Note adding page breaks is optional

Step 6: Preview Form

• Select 'Preview Form' to see a preview of your new form.

Step 7: Confirm Form Settings

• After completing the creation of your form, click on ‘Confirm Form Settings’ to finalize and save your new form.

If you have additional questions, chat with us below or send us an email at support@suitable.co.