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Creating Forms

Build a form, add controls, adjust settings, and prepare it for sharing.

Last updated June 24, 2026

Every form starts with a process.

Whether you are creating an inspection checklist, maintenance record, safety audit, training sign-off, or data collection form, the goal is the same: capture consistent information in a repeatable way.

To create a form, navigate to Forms -> My Forms and select Create Form. After entering a name and description, you will be taken to the Form Builder where you can begin adding controls.

Controls determine the information that will be collected from users. Text fields, dropdowns, photos, signatures, dates, and other controls can be combined to match your real-world workflow.

As your form takes shape, you can organize content, provide instructions, and configure settings such as headers, footers, password protection, and custom submission details.

Once published, forms can be shared through direct links or QR codes, allowing responses to be collected and tracked within Done With Synergy.

Next Step

Learn about the available controls in the Form Controls section.

Go to Form Controls

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