From the Forms list, click Add Form. The form editor is organized into three sections: General, Email Notifications, and Advanced.
General Settings
Form Name (required) The display name shown in the forms list and at the top of the form page for residents.
Category Optional. Assign the form to a category to group it with related forms on the public forms page.
Description A short text summary displayed in the forms list. Helps residents identify the right form at a glance.
Intro Optional introductory text shown above the form fields. Supports rich text formatting — useful for instructions or context.
Confirmation Message (required) The message members see after successfully submitting the form. Use this to confirm receipt and set expectations.
Allow File Attachments Set to Yes to let members attach a file when submitting. Set to No to disable attachments.
Access Type Controls which group of members can view and submit the form.
Visibility On, Off, or Hidden. See the Scheduling and Visibility article for a full explanation.
Email Notifications
Specify where form submissions are sent.
To (required) The primary recipient email address. You can enter multiple addresses.
CC Carbon copy — receives the submission notification alongside the To address.
BCC Blind carbon copy — receives the notification without other recipients seeing it.
Note: All form submissions are delivered by email only. There is no built-in submission log or inbox in the admin console. Make sure the To address is checked regularly.
Advanced Settings
Start Date (required) The date the form becomes available to members. Defaults to today. Set a future date to schedule the form in advance.
End Date Optional. If set, the form automatically stops accepting submissions after this date.
Show Title Yes or No. Controls whether the form name is displayed as a heading on the form page itself.
Click Save to create the form, then proceed to add fields.