E-forms, or electronic forms, are an association-customizable way of migrating away from having residents fill out paper forms. You can create your own E-form templates or import premade templates from our ever-growing catalog.
E-form Templates
Site admin users can go to Manage > E-forms > Manage E-form Templates to view the list of active templates. An E-form “template” defines the steps and fields that need to be filled out to complete a form. You can use the editor to create your own templates, but that can be a bit confusing for some users so you can import pre-made templates or contact support with your existing form and we’ll be happy to make it for you!
E-forms
When you enable a template, users can open a new instance of that template on your association home page. After they fill out the first step and submit it, the assignee(s) of the next step will be notified they have a section to fill out, and this continues until all steps are completed and then the form is marked as complete.
