Community Forms

Community Forms are digital forms that can be attached to Community Request individual invites. They allow you to collect required information from community members when submitting evidence.

Once completed, Community Forms are automatically attached to the submitted evidence and can be viewed, downloaded, or audited.

Community Forms are not available for public portals.

Use Community Forms

Attach Community Forms to a Community Request invite

When creating a Community Request Individual Invite, you can select one or more Community Forms to include with the request. The recipient will complete the forms within their individual invite link. After submission, the completed forms are automatically attached to each piece of evidence provided in the request.

  1. Select Community, then select Community Request.
  2. Select Create Request.
  3. Select Individual Request.
  4. Available Community Forms are shown in the Certificates Area. Select all the forms you want to use.
  5. Select a Delivery Method.
  6. Select Create Request.

Create a Community Form

  1. Select Admin.
  2. Under Application Settings, select Community Forms.
  3. Select Add Form.
  4. Enter a Form Name, then enter a Description. The form name and description are for internal use and not visible to the public.
  5. Enter a Form Title. This is the title that is displayed in the public portal.
  6. Add form fields as needed. Choose from the following:
    1. Add Form Header: This header will appear publicly on every page.
    2. Add Text: Add text to the form. Enter a Text Title and Text Content.
    3. Add Small Field: Allows the person completing the form to enter a single line of text. Enter a Field Title and Help Text. Optionally, check Required to make this a mandatory field.
    4. Add Large Field: Allows the person completing the form to enter multiple lines of text. Enter a Field Title and Helper Text. Optionally, check Required to make this a mandatory field.
    5. Add Signature Request: Allows the person completing the form to include their signature. Check Required to make this a mandatory field.
    6. Add Checkbox: Add a checkbox to the certificate. Enter a Label for the checkbox. Optionally, check Required to make this a mandatory field.
  7. Use the up or down arrows to adjust the field order as needed.
  8. Select Create. The form is added to the Community Forms page.
  9. The form is disabled by default. To make it available for use, select Enabled.

Users can add Community Forms when they create an individual invite.

Import a Community Form

If you have an existing form, you can upload a JSON file containing the form information. This allows you to quickly import a form without manually rebuilding it.

  1. Under Application Settings, select Community Forms.
  2. Select Import JSON Template.
  3. Browse to the file location on your device, select the certificate JSON file, and then select Open.
  4. Make changes to the fields as needed.
  5. Select Save. The form is added to the Community Forms page.

Manage Community Forms

  1. Under Application Settings, select Community Forms. From here you can:
    • Enable/Disable: Locate the form from the list, and then toggle availability for users when creating a Community Request individual invite.
    • Edit fields and layout: Locate the form you want to edit in the list, select More actions, then select Edit. Make changes to the fields as needed, then select Save. Changes are immediately available to users.
    • Delete: Locate the form you want to remove in the list, select More actions, then select Delete. Select Delete Template to confirm.
      Only users with the "Edit Evidence" permission have the ability to delete a form.
    • Export: Locate the form you want to export in the list, select More actions, then select Export.