Create a form

You can use the Document Forms module on the mobile application to create a new form. Form types are available on mobile if built using the form builder.

1. From the All Items tab of the forms module, tap the Add forms icon.

   

   The Form types list opens.

2. Select a form type from the list. The New Form page opens to the Details tab.

   

3. Tap the Add icon in the For action section of the form, and then select the names or distribution list of the reviewers from the Reviewer selection list.

4. Tap the Add icon in the For information section, and then select the names or distribution list of the for information users, if necessary.

5. Enter information in the required fields and any optional fields that you want.

6. Optionally add an attachment. See Add attachments to a form for more information about attachments.

7. Tap Save to save the form or Complete action to complete the form.

After you complete the action, the comments tab is shown. See Add comments to a form for more information about comments.