Introduction
Forms are used to collect information from your client that populates your Reports and other template-based Documents. Along with your Sheet contents, the information filled out in your Forms can flow into your Document Templates automatically, eliminating the need to manually enter this information into your Reports.
Before creating a Form, you'll typically create a Report or Document Template. After identifying places in the Template where you need to populate client information, you can create a Form so that:
The client can populate the Form Fields
The Document Template can be set up to include content pulled from the Form Fields
Next Steps
Learn how to create a Form.