> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Forms

> How to build custom forms, send them to customers by invite link, and review the responses they collect.

## Overview

**Forms** are a set of questions you can publish online for anyone to complete, or send directly to specific customers and prospects. Use them for anything that needs structured input — applications, dietary requirements, plan details — without a dedicated feature for it. Each submission comes back as a **response** you can review.

## How to access

Navigate to **Community → Forms** in the dashboard. All submissions across your forms appear under **All answers**.

<img src="https://mintcdn.com/nexudus/Pe3pLOykvGoZdleH/images/platform/content/content-forms.png?fit=max&auto=format&n=Pe3pLOykvGoZdleH&q=85&s=a2a1154dd2bcf5802171a7ce62ce7d06" alt="Content forms" width="1440" height="900" data-path="images/platform/content/content-forms.png" />

## The list

Each row shows:

| Column | Description |
| - | - |
| **Name** | The form name, with its location. |
| **Status** | **Active** or **Inactive** — only active forms can be submitted. |

Use the **Add form** button to create a new one.

## Creating a form

<Steps>
  <Step title="Create the form">
    Go to **Community → Forms** and click **Add form**.
  </Step>

  <Step title="Fill in the details">
    Set the **Location**, **Name**, and an optional **Description**. Tick **This form is active** so people can submit it. Optionally choose a CRM stage — anyone who submits the form is added to that [CRM board](/platform/crm/boards) stage automatically.

    <img src="https://mintcdn.com/nexudus/Pe3pLOykvGoZdleH/images/platform/content/content-forms-details.png?fit=max&auto=format&n=Pe3pLOykvGoZdleH&q=85&s=0cd2ab85a993deb9960d11fb0ad718eb" alt="Form details panel" width="1440" height="980" data-path="images/platform/content/content-forms-details.png" />
  </Step>

  <Step title="Add questions">
    In the **Questions** section, add each field in the order customers should answer them.

    <img src="https://mintcdn.com/nexudus/Pe3pLOykvGoZdleH/images/platform/content/content-forms-questions.png?fit=max&auto=format&n=Pe3pLOykvGoZdleH&q=85&s=b0c5ea0ce3ef445ce67d9e8689cd2716" alt="Form questions list" width="1440" height="912" data-path="images/platform/content/content-forms-questions.png" />
  </Step>

  <Step title="Share it">
    Copy the **Preview link** (what you see before submitting) or the **Invite link** (a page where customers fill it in).
  </Step>
</Steps>

## Question types

Each question has a **Question** text, an optional **Description**, an **Active** toggle, and a **This question must be answered to submit the form** requirement flag. Choose from these types:

| Type | What it collects |
| - | - |
| **Text** | A short single-line answer. |
| **Yes/No** | A boolean choice. |
| **Long text** | A multi-line paragraph answer. |
| **Date** | A calendar date. |
| **Options menu** | Pick from a list of **Available options** you define. Tick **Let users select more than one option** for multi-select. |
| **File** | A file upload. |

Click any question in the list to edit it:

<img src="https://mintcdn.com/nexudus/Pe3pLOykvGoZdleH/images/platform/content/content-forms-question.png?fit=max&auto=format&n=Pe3pLOykvGoZdleH&q=85&s=9f9e507fddff3f83c5102fc28afd7b5d" alt="Question editor" width="1440" height="1090" data-path="images/platform/content/content-forms-question.png" />

## Sending forms to existing customers

The **Requests & responses** tab on a form is where you push a form out to specific people. Click **Send form** to request that existing customers complete it — the response then shows up in the list with a **Pending** status until they submit.

## Reviewing responses

From the form's **Requests & responses** tab, or the central **All answers** list, each row shows:

| Column | Description |
| - | - |
| **Form** | Which form the response belongs to. |
| **Customer** | Who submitted (or was sent) it. |
| **Status** | **Submitted** or **Pending** (sent but not yet completed). |
| **Sent on** | When the form was requested from the customer. |

Open a response to read the answers.

<Tip>
  Keep forms short and every question purposeful. Mark only the essentials as required — optional fields lower the barrier to submitting.
</Tip>

## Where else forms appear

Forms aren't limited to their own invite links — you can attach them to other parts of the platform:

* **CRM stages.** When creating a form, choose **Add anyone submitting this form to this CRM stage** to drop every submitter straight into a [CRM board](/platform/crm/boards) stage — useful for turning applications into opportunities.
* **Plan onboarding.** A [plan](/platform/virtual-offices/plans) can be set to send a custom onboarding form to customers after they purchase. See [Onboarding and compliance](/platform/virtual-offices/onboarding-and-compliance).
* **Events.** Each [event](/platform/content/events) can have a **Pre-event form** sent to registered attendees, with an optional reminder email. Completed submissions appear on the event's [Form Answers](/platform/content/events/attendees#form-answers) tab.

## Related

* [Surveys](/platform/content/surveys) — scheduled feedback questionnaires
* [Editor](/editor/overview) — embedding forms into custom portal pages


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