Working with Forms

Forms allow you to collect structured data that can be merged with Wikis, interpreted by AI, and automatically turned into PDFs. This guide explains how to create forms, add sections, build questions, link wikis, generate variables, and produce dynamic documents.

Table of Contents

1. What Are Forms?
2. Where Forms Live
3. Creating a New Form
4. Form Fields Explained
5. Form Sections
6. Adding Questions to Sections
   • Question fields
   • Question types
   • Ordering
   • Required fields
   • Variables
7. Managing Sections & Questions
8. Next Steps

What Are Forms?

Forms are interactive documents used to capture structured information.
They can:

• Collect user inputs
• Populate variables in wikis
• Trigger AI instructions
• Generate dynamic documents
• Export directly to PDF
• Save results into folders

Forms are essential for workflows like:

• Client onboarding
• Will generation
• Application forms
• Internal documentation
• Assessments
• Surveys
• Data collection

Where Forms Live

Forms are stored under:

library/forms/

You can find them through:

• Library → Forms
• The top search bar
• Direct URLs

Creating a New Form

1. Go to Library → Forms
2. Click + Form
3. Complete the popup:

Form Fields Explained

1. Name

The title of the form.

2. Description

Short explanation of what the form does.

3. Sections (comma-separated)

Creates the form’s section structure.
Example:

Personal Details, Beneficiaries, Executors

4. Related

Attach:

• A Wiki template
• A Folder where final PDFs will be saved

5. Save As

Defines output filename (supports variables):

Examples:

{id}.pdf
{full_name}.pdf
{surname}-{id-number}.pdf

6. Password (optional)

Password-protect the PDF.
Supports variables:

{id-number}
{dob}
{passport}

Click Add

The form is created with empty sections.

Form Sections

Each section displays:

• Title
• Edit Section button
• A dropdown menu
• A + Question button
• A handle to drag and reorder the section

Sections help you group related fields.

Adding Questions to Sections

To add questions:

1. Go to a section
2. Click Edit Section → + Question
3. A popup appears with the following fields:

Question Fields Explained

1. Question (Multiple Questions Allowed)

Enter one or more questions, each on a new line.

Example:

What is your full name?
What is your ID number?
Do you have any dependents?

Each line creates its own question entry.

2. Type

You can select from the following question types:

Rating & Feedback

• 5-point Smiley scale
• 5-point Star scale

Text Inputs

• Textbox
• Comment box(multi-line)
• Numerical textbox
• Telephone number
• E-mail address
• URL

Date & Time

• Date
• Time

Uploads

• File upload

Selection Inputs

• Dropdown list
• List box
• Multiple choice (multiple answers)
• Multiple choice (only one answer)
• Toggle (multiple answers)
• Toggle (only one answer)
• Switch

Table

• Table-style question structure

3. Options

Used for selection fields such as:

• Dropdown list
• List box
• Multiple choice
• Toggles

Enter one option per line:

Option A
Option B
Option C

4. Description

A short explanation that appears under the question.

5. Placeholder

Grey text shown inside the input field before the user types.

Examples:

• “Enter ID number”
• “Start typing…”

6. Autocomplete

Provides browser-assisted autofill suggestions.

Examples:

name
email
postal-code
street-address

7. Prefix

Text showing before the input field.

Examples:

• ZAR
• USD
• R
• $

Useful for financial values.

8. Suffix

Text showing after the input field.

Examples:

• .00
• months
• %

9. Answers Required

Specifies if the question is mandatory.
Any value greater than 0 = required.

10. Order

Allows you to control question order within a section:

• Normal
• Random
• Reverse

11. Variable (Important)

This becomes the variable name used for:

• Autosaving
• Wiki variable replacement {variable}
• AI instructions
• PDF naming (“Save As”)
• Conditional logic

Examples:

full_name
beneficiary_gender
primary_executor
id_number
has_children

Important: variable names must be unique.

Click Add

The question(s) will be created inside the section.

Reordering Questions

Questions can be reordered by:

• Dragging them up or down
• Changing the section order setting
• Using the question list handles

Managing Sections & Questions

Each section and question has a dropdown menu with:

1. Edit

Change any settings.

2. Copy

Duplicates the section or question.

3. Lock

Prevents changes by other users.

4. Remove

Deletes the section or question.

Deletions are permanent.