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Adding and completing a form

Complete an assessment, plan, or other form for a case file.

Gia Philips avatar
Written by Gia Philips
Updated over a week ago

Adding a form from a case, a person, or an organization

  1. From a case, a person, or an organization, click the Add button.

  2. Click Form.
    The Choose a Form to Complete window appears.

  3. Select a form template.

    The form opens with the case, person, or organization connected to it.

Filling out the form

Each form contains its own combination of form fields: text with autofill options, date selectors, checkboxes, sections that repeat, tables, signatures, and more. Additionally, sometimes fields will lock after signatures are applied.

As you fill out the form, keep in mind:

  • Your progress is autosaved as you navigate between form fields.

  • The right-hand panel of the form contains more options:

    • Click Preview PDF to preview the PDF version of the form, which ensures all your text will fit when you finish it. You can also search, print, and export the in-progress form.

    • Click the pencil icon to change the form's connections. Once you connect a case/person/organization, you can autofill information from it where applicable.

    • Switch to the Notes tab to @mention your coworkers, which will direct them to the form (see Sharing a form).

  • If the form was designed to require a signature, you must add one before you can finish the form.

  • You can delete an in-progress form you added. If you have additional permissions to delete content, you can delete in-progress forms that other workers have added.

Finishing the form (now or later)

To finish the form now, click Finish.

Then, if needed, change the original date or add a comment that'll be stored with the content item and click Confirm Finish.

Note: There are two places on the in-progress form where you can create a work item: the Create a Work Item button and in the window that appears when you click Finish. The work item will be connected to the in-progress form if you create it from the Create a Work Item button. If you create the work item from the window that appears when you click Finish, it'll be connected to the finished form once you click Confirm Finish. See All about work items for more information.

Caution! If you delete an in-progress or finished form, any work items created from the form will also be deleted from a workspace.


If you don't finish the form now, you can access it on your user overview page when you log in (In-Progress Content I've Created). Other workers can see your in-progress form within the case, person, or organization where it's connected.

Once you finish the form, it becomes a content item, and you cannot edit it.

Copying and creating a new form

If you'd like to reuse the information on an in-progress or finished form, click Copy & Create a New Form within the form. On the new in-progress form, signatures and form notes will be removed and locked fields will be unlocked.

Note that this feature will not be available if forms were imported from your system of record as content items. Additionally, for finished forms, if the underlying form template has been updated since the form was finished, a copy of the template from when the form was finished (not the newest template) will be created.

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