Forms App

Collect client information seamlessly by creating customizable forms with 6 question types and sharing it with clients.

Overview copy-icon

The Forms App makes it easy to collect data from clients.

Internal user experience copy-icon

Key Workflowscopy-icon

There are two main workflows for internal users:

App view

To see all forms, navigate to the Forms App by clicking on Forms in your sidebar. Here you can see forms and associated information, create new forms, and click into forms to see responses, open requests, and edit forms.

Client Details view

To access a particular client’s form responses, you can click on a client on the Clients page and then navigate to the Forms tab. Here you can see form responses specific to the client.

Creating Formscopy-icon

When you create a form you can add a title, description, set form visibility, specify if multiple submissions are allowed, and add one more questions. At any time, toggle the Preview button to see how the form will look to clients.

Question typescopy-icon

Answer type


Short answer

Ideal for single answer or short answers.

Long answer

Ideal for paragraph-length answers.

Multi select

Lets the client select one or more options from a list.

Single select

Lets the client one option from a list.

File upload

Lets the client upload one or more files.

Title card

Used to divide the form into sections

Form visibilitycopy-icon

All clients can see the form

Clients can only see the form if you send it to them.

This means the form is “always on” and clients can submit the form at any time. This is a common option for ticketing use-cases. A form in this state will notify clients once the form has been created.

A form in this state will not trigger any email or in-product notifications to clients on its own. The form will need to be shared with specific clients manually or via your no-code automation tool, and then the clients will be notified. This is best for single-use forms.

Allow multiple submissions by the same clientcopy-icon

When set to True, the same client can submit a form multiple times.

Client experience copy-icon

Email notificationscopy-icon

Clients automatically receive email notifications when a form is assigned to them. Email notifications will contain a link to the form to be submitted.

Portal notificationscopy-icon

When forms are open, clients will see a numbered notification on their sidebar besides Forms that corresponds to the number of forms that still need to be submitted.

Submitting a formcopy-icon

Clients can submit forms directly from your portal on desktop and mobile.


February 03, 2021



Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

App Visibility


Client-facing apps are visible to clients as well as your internal team.



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