Create a form

Updated by Arianne G.

In Form Builder, you can create custom forms that your adjusters and other interested parties can use in claims.

You must have Administrator rights to create forms.
  1. Click Admin in the left-hand navigation.
  2. Select Form Builder.
  3. Under Create a New Form, click CREATE.
  4. Select the language(s) that you want the form to be available in.
  1. Enter a name and description for the form. If you selected multiple languages, enter the translations of the names and descriptions.
  2. Click DONE.
  3. Under Form Navigation, click Add Fields.
  4. Click the field types that you want to add to the form.
  5. Fill out or select the details specific for each field.
  1. Click the save icon .
  2. Click PUBLISH when you are ready for other members of your account to use your form.
In Form Builder, groups are similar to form pages. When the user accesses the form, the grouped parts appear on the same page. The user clicks Next to access the other groups in the form. You can add a form group by clicking Add Group.

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