Add Form

Share Forms with Contacts

During recruiting, onboarding, or follow-up training, you may need to get a contact to fill out a form.

Use AI to Create Form Fields

• Upload your form as a PDF (Portable Document Format) in Other Tools/Forms

How to Add a Form to a Lesson

Step 1: "Add Form" Lesson Item

• Navigate to Main Menu > Lessons and select an existing Lesson or create a new one.

• Drag the "Add Form" item into your lesson.

Step 2: Configure the File Upload

• Pick the Form that you have already created at Other Tools/Forms

• Determine if you want to skip the form if one exists

• Select whether it is required to fill out a form