The web dashboard keeps every form template your organisation uses in one place. Whether it's a welfare check, an incident report, or a daily visit note, you can find it, open it, and fill it in without leaving the browser.
The Forms page lists all available templates. Scroll the list or search by name, then open the one you need — it loads on a blank submit form, ready for you to complete.
Step 1
Open Forms
Go to Forms in the sidebar. The Form Templates tab lists every template available to you, with its name, description, and type.
Step 2
Search by name
Type a few letters into Search all templates. The list filters as you type, matching the template name so you can land on the right one quickly.
Step 3
Open it to fill in
Click the template to open it on a blank submit form. Fill in the client and the fields, then submit — all from your browser.
Keep reading
Tutorial
Export form data
Pull your form responses out of the dashboard — pick a form, filter by date, select the responses you need, and export to PDF, Excel, or CSV.
Web dashboardTutorial
Fill a form via AI chat
Describe what happened in plain language and the AI picks the right template, attaches the client, and writes a clean draft for you to review.
Mobile appTutorial
Polish form text with AI
Clean up spelling, grammar, and tone on any form field without losing your original — accept, refine, or discard the suggestion.
Mobile app