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How to add Forms to your collection
How to add Forms to your collection

Learn how to add Forms to your collection to use in the Report writer.

Updated over a week ago

By adding forms to your business collection, you may fill out new reports or edit them to meet the needs for your business.

To add new forms, click the "+" in the navigation menu, or the "Add Forms" button from your form list.

Here you can tick the box of each form you would like to use.

The filters on the sidebar can be used to quickly find a specific form.

Once you have selected any applicable forms, click the "Add {X} Forms" button at the bottom of the window and confirm your selection.

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