Other Forms is a new tab/section added to the Client profile. You can use this section to complete forms (other than assessments) for clients.

The Other Forms tab visibility in the Client profile by default and can be managed from the Role Management menu in the Admin Settings by a user with Admin permissions.

Graphical user interface, application

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  1. Clicking “+ New Form,” you can select which form to fill, dependent on active forms available within Settings.

    Graphical user interface, application

Description automatically generated

  2. All forms created in the Settings with Type as “Client Form” and Status as “Active” will be available in the dropdown list on the Client Profile.


  3. Upon selecting a form template from the dropdown, a popup window will open to allow the user to fill in the details.

  4. Once a form is saved/completed it will become part of the listing grid. You can then view and download the “Completed” forms and edit the ones “In Progress”.

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