Create a form

The forms allow you to collect and aggregate information from the different users of your platform.

These forms are:

• configurable at will
• integrated into the customer registration, customer knowledge, subscription journeys
• the data collected can be used for scoring your users or for pre-filling the documentation automatically generated online

The forms must imperatively be configured when setting up your platform if you want users to be able to register and invest.

Create a form

In the administration area of the platform:

• click on Forms -> Create a form
• enter a name and a description to complete the creation of the form.

Customize a form

After creating the form, you can:

• add questions by clicking on Add a question
• add sections by clicking on Add section

You can also:

• modify the title of your sections to better structure your form.
• add optional description

Actions on issues

To change the order of the questions:

• keep a click on the question to move
• move the question to the desired place

You can also:

• duplicate questions
• delete questions

Types of questions possible

The type of question depends on the type of answer you expect. If you want the user to give you a date and not a text or number, you must choose a date type question.

There are 7 possible types of questions including:

• Document
• Single choice
• Selection
• Text
• Long Text
• Checkboxes
• Dated

You can choose from the selection list.