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You can add online forms to your processes to gather information from your recipients as part of your workflows.
Creating a reusable online form
From the Resources tab (reusable online forms)
1-Go to 'Resources>Online forms' to create a new online form
2-Click on 'New form' and name your future form
You land on the form builder
3- Drag and drop the fields in the center area and edit each field based on your needs
4- Click on the little pencil icon to edit the field
Online forms created from the Resources section are saved in your account and can be reused across several processes.
Adding a saved form to a process
When you're done preparing your online form, go back to Resources>Processes to add it to one of your Processes.
1-Go to your Process and click the 'Add new steps' button.
2-Hit the 'Form to be filled out' box and name your form
3-Pick the form you want to import from the dropdown and confirm
4- Drag and drop the form where you want in the list
Creating a one-off online form
While building a Process (Quick online forms)
1-Click on 'Add new steps'
2- Select the option 'Form to be filled out'
3- Name your blank form
4- Hit the 'Confirm' button'
You'll be redirected to the form builder where you can drag and drop your fields like explained above
Online forms created while defining a process are not saved in your account, you'll need to save them in your account so you can reuse them across multiple processes by clicking on Add to library
