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User forms

User forms are configurable forms you assign to people (customers or staff). Respondents can fill them out, preview answers, and sign where signatures are required. Older documentation may refer to the same capability as “customer forms”—the product now uses User forms consistently.

Where to find it (managers)​

  1. Open the Docs menu in the top navigation.
  2. Click User forms (visible when your role includes managing forms—often admins or designated staff).

From here you can create forms, edit definitions, manage fields, and assign forms to users.

Where to find it (end users)​

  1. Click your name / avatar (account menu).
  2. Open My forms.

Assigned forms appear here. Open a form, complete the fields, use Preview if offered, then Submit or Sign as instructed.

Signing and PDFs​

  • Electronic signing is integrated into the flow where your form requires it.
  • After signing, the resulting PDF is treated as final (immutable) and the app stores a hash so the signed file cannot be silently replaced.

If a signer hits an error, refresh and try again, or contact your admin—some errors were fixed in recent releases for signing as a logged-in user.

OTP login (optional)​

Your organization may allow one-time password (OTP) sign-in for certain flows (for example accessing a form or portal link). Follow the on-screen instructions; codes expire after a short time.

Tips for staff​

  • Assign forms from the user’s profile or from the user forms admin area—follow the labels in your workspace.
  • Use clear field labels so customers complete forms in one pass.
  • Link forms to issues or billing workflows if your process requires it (depends on configuration).

Who can do what​

  • Manage forms — restricted role (often admin).
  • My forms — any user with forms assigned (My forms in the profile menu).

If menu items are missing, ask an admin to check roles and workspace features.