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Fill Out and Submit Forms

There are two types of forms that you may fill out in the Forms tool:

  • Forms built using the Template Builder: A form with sections that you can navigate through using the left side of the form. Each section contains questions that may ask you to select from multiple options, provide a text response, and more.

  • PDF Forms: The form appears in a scrollable viewer with fillable fields

Note:

  • You can also leave comments on a form to flag information for your team. Learn more in Form Comments.
  • Changes made to a form are tracked in the activity log.

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