We've added these new features to enhance your form building, simplify form reporting, improve user notifications, and streamline approval processes.

We introduced two new fields to Report PDFs for better visibility and compliance management. Know when and by whom the last change for the report was added by choosing to show the “Modified by” and "Modified Date" fields in the form PDF.

Try it out by navigating to Company Settings > Modules > Forms > Form Settings

Here you will find the “Hide Modified By” and "Hide Modified Date" options. This is default to hidden but can be unchecked to have it appear in the Form’s header.

We have introduced a new feature for form signatures. We have added a Sign-Off feature allowing our users to add a signature to a form’s PDF from the PDF viewer.

Enable Sign-Off

To enable Sign Off for your form, you will need to allow the option in Form Settings.

Now the Sign-Off button will be available in your form’s PDFs!

Add Sign-Off

To do this, simply:

The Sign-Off signature can be found at the bottom of the form PDF.

Manage Sign-Off

To view and manage PDF sign-offs, click the “Manage Sign Off” option. This will give you detailed insights into each sign-off, including user information, timestamp, and geolocation. There is also an option to View Sign-Off and Delete from the form PDF.

We’ve upgraded our Mobile notifications for Forms with 'Smart' notifications. When assigning Forms to your users, they'll receive notifications on their mobile devices. Clicking on these notifications will instantly redirect them to the form.

To set up notifications and distribution for Forms, please read this article to learn how!

When creating a form using Form Builder, there's a component called "Task" that allows you to create tasks right through the forms. You can create tasks to be added to a specific task list and assign them to users. You can access tasks created via the form and track them in the task module.

Now, if you've turned on that setting, assigned users will get notifications when tasks are sent through a form.

In the Form Builder, the Group Block component lets you group different components together. Users often use this feature to create repeating groups based on their company's requirements. This gives you the ability to dynamically add the number of responses you need.

To make our Group Block component even better, we added the ability to change the ordering of the repeated responses easily. Just look for the three-bar line icon next to each repeated list, then drag and drop it to the order you want.

To use this feature, make sure that in your form template (Settings > Modules> Forms) when in the settings of the Group Block component on the left side of the Form Builder, both "Repeatable List" and "Allow Re-ordering" are set to Yes.

To add the Signature Timestamp, start by clicking the pencil edit icon of the field you would like to edit.

On the left-hand menu bar, you will find the Signature options.