How can I create a form?

In this chapter we will explain how to create a form.

To create a new form, click on Form management under Settings.

Forms management

Click on the New form button.

new form

You can now fill in the information on your new form.

Form name - This name is intended for internal recognition of the form

Title - The title is broadcast to all external persons who can access the form.

Area - The area determines the benefit that the form should fulfill. A distinction is made here between supplier specific and self-assessment.

The Supplier specific section is intended for forms that are sent to suppliers to obtain information about their practices and to collect data about suppliers.

The self-assessment area is intended for internal analysis, for example of your own business area.

new form

When all the information is filled in, click Create to add the form.

create form

The form has now been created. First, a step must be added.

Give the first step a title and select the shape of the step.

step

Click on Save to create the step.

save step

You can now start editing and designing the form.

finish form