Overview
Understand how forms move from setup to sharing, submission, review, and reuse.
The Forms module is designed around a simple workflow: build your form, customize how it works, share it with your team or customers, and review the information that comes back.
Create Your Form
Start from scratch or use a template to get up and running quickly. Give your form a purpose and decide what information you need to collect.
Add Fields and Inputs
Add the controls needed to capture information, such as text fields, dropdowns, photos, signatures, dates, links, and more. These controls determine what users see and what data is collected.
Customize the Experience
Configure options such as password protection, headers, footers, custom submission fields, and other settings to match your workflow and audience.
Share and Collect Responses
Send your form to the people who need to complete it. Every submission is automatically recorded along with the responses and supporting information provided.
Review and Reuse
View submissions directly within Done With Synergy, download them as PDFs, or share them with others. When a form works well, duplicate it or save it as a template to speed up future setup.