How to create and manage a form in CitizenOne

How to create and manage a form in CitizenOne

Step 1: Open CitizenOne in your browser and log in.
Step 2: Click on your profile icon in the top right corner.
Step 3: Click on Forms in the drop-down menu.

Step 4: Click New Form.

Step 5: Enter the form title, form description, and document title.
      • In Form Title, type the name of the form.
      • In Form Description, enter a brief description of what the form is for.
      • In Document Title, enter the title that will appear on the generated/saved document.

Step 6: Select a question type (Text, Text Area, Date, Choice, Checkbox, Rating, Upload File)

Step 7: Enter the question text and activate the on/off button if necessary.

Step 8: Add more questions by clicking Add Question, selecting a type, and entering the question.
Step 9: Click Save when you are finished.


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