Start from the form library

The form library holds ready-made forms, such as onboarding, health and safety, and feedback forms. You get your own copy of a library form, so you can change anything without starting from scratch.

Open the library

Click Form library in the menu on the left, or From the library on your dashboard.

To narrow the list, choose a Use or an Industry, or type in Search and click Find. Each card shows how many questions the form has and the industries it suits.

Use one form

1. Click Preview to try the form out. Nothing you type is sent. Click Back to the library when you're done.
2. Click Use this form.
3. Check the Form name and choose the Company it's for.
4. Click Create and open builder.
5. Change anything you like, then click Save.

Add several forms at once

1. Click Add several forms at once.
2. Choose the Company.
3. Tick the forms you want. Type in Find a form to search the list.
4. Click Add forms.

Each form is added with its library name. If the company already has a form with the same name, that one is skipped, so nothing is added twice.

You can also click + Add forms on a company's card on the dashboard. The library opens with that company already chosen.

Good to know

• Some library forms are only in certain packages. Those cards show which packages include them, with an Upgrade button. See Packages and billing.
• Your copy gets the receiving email addresses from Settings for all forms. Check them in Form settings.
• Your copy is yours alone. Changes to it never change the library, and library updates never change your copy.
• Each new form counts towards the number of forms your package allows.