Using Forms
How to Create a Table in Form Templates
Users can create a table in Form Templates to enable multiple entries from recipients. Navigate to the menu bar icon and click Smart Forms. Select the Templates tab and click New Template. Select Table from the left panel and click Add Table Columns. ...
Smart Form Submissions - Export to Excel
Depending on the form permissions - This will determine who has access to the submissions From the main menu, under Quality + Safety click Smart Forms. You will see a window labelled "Form Submissions" showing a compilation of forms that have been ...
How to Complete and Submit Smart Form with Multiple Collaborators
When you have been invited as a collaborator to a smart form for completion, you will receive an email and there will be a link in the body that is a connection to the forms page in Commnia. Click on the link 'View form' to be taken to fill in the ...
How to Restore Commnia Form Submissions
Navigate to the Deleted folder by clicking on the Show Deleted toggle switch. Select the submission(s) you want to restore by clicking on the checkbox accordingly. Click Restore, a confirmation to Restore Submission will pop up, click Restore to ...
How to Add Collaborators to a Form
Once you have sent a form for a user to complete, you are able to add collaborators. In Form Submissions, select the form that you wish to add a collaborator to. The template will appear, navigate to the bottom right and click Edit. Click Add ...
Community Templates
Community Templates allow users to share their created templates to the whole Commnia community. By utilising a community template, you can save time and effort in creating a form from scratch, and the template allows you to quickly customise it to ...
How to Delete Commnia Form Submissions
In the Smart Forms Submissions tab, select the submission(s) you want to delete by clicking on the checkbox accordingly. Select Delete, a confirmation to delete submission will pop up, click Delete to Confirm. The selected items are deleted from your ...
How to add a hyperlink to a drawing in your Commnia Form Template
When building your form template you may find you need to add a link to a drawing or document in Commnia Document Register. From the form builder, under Instructions options click on any of the options. (For our example we have clicked Text). A new ...
How to add an Image and Embed Videos to Form Template
In Commnia you can add an image or embed a video to your form template with these easy steps; How to add an Image 1. From the form builder panel, click Image 2. Click on the Insert Image Icon 3. Open the image location folder, select - open 4. Click ...
How to Copy a Smart Form Template
If you like to copy an existing Commnia Smart Form, you can do so by following below steps; 1. Navigate to the menu bar icon and click Smart Forms under Quality + Safety. 2. Select Templates. You will see a list of forms you currently have access to. ...
How to Change Assignee and Due Date via Forms
Users can assign a form to a selected user by updating the assignee and adding a due date via the form submissions. Navigate to the menu bar icon and click Smart Forms under Quality + Safety. Select the form that you wish to edit, navigate to the ...
Form Settings Overview
Before finalising the template of your forms - users will see the Form Settings menu. Users must provide a name, category and select a security type for the form. Form Name: The name of the form template. Form Category: To classify the type of ...
How to create custom responses in Forms
Custom Responses allow users to quickly populate information when interacting with a dropdown, single select or multiselect question fields. Dropdown / Single Select / Multiselect - Custom Responses When inserting either a dropdown, single select or ...
Updated Commnia Forms Features 2022
This article will showcase the latest features that have been implemented into Commnia Forms. Section Block: Adding content under a section Users can customise forms sections by navigating to the right-hand side of the screen and selecting the "plus" ...
How to Edit Questions in Commnia Smart Form
Any changes to existing forms will automatically update for all relevant users and projects - This does not apply to forms that have been sent. 1. Navigate to the menu bar icon and click Smart Forms under Quality + Safety. 2. Click Templates and you ...
How to Complete and Submit Smart Form
When you have been assigned a smart form for completion you will receive an email and there will be a link in the body that is a connection to the forms page in Commnia. Click on the link 'Induction Form - Tuesday' to be taken to fill in the form in ...
How to Send | Distribute Smart Forms via Commnia Inbox
You can distribute your fillable forms to recipients via Commnia Inbox or directly from the Form Templates List. Send Via Commnia inbox 1. Create New Email and Attach Form Navigate to the Main Menu Search for "New" Select "New Correspondence" 1. ...
Delete a Smart Form
You are able to delete a form from the Forms template tab, so that users no longer have access to this form. 1. From Commnia main menu, click on Smart Forms and select Templates. 2. Click on the form you would like to remove and then click on Delete. ...
Add sections to a Smart Form
1. Click Forms in the main menu bar, navigate to Templates. 2. Click + New Template. 3. On the left-hand panel, select Section. 4. Type in your section name. 5. Add your questions under this section. 6. Add another section field to create a new ...
Create a New Smartform Template
Create a new Smart Form Template Commnia's Smart Forms allows you to create digital forms tailored to fit your specific data collection needs. Setup and distribute your own forms in minutes. 1. Click on the main menu bar and select Smart Forms. 2. ...
Smart Form Submissions
Depending on the form permissions - This will determine who has access to the submission Form Submissions will display a list of forms that have been distributed for completion and their status. Navigate to the menu bar icon and click Smart Forms ...
How to Edit User Access to Commnia Smart Forms
You can edit user access and specify permissions to your form templates. Edit User Access Navigate to the menu bar icon and click Smart Forms under Quality + Safety. Select Templates and you will see a list of forms you currently have access to. 1. ...
Approve or Reject a Smart Form Submission
If you are the person who is nominated to authorise a Smart Form submission, you will receive an email notification with a link to review the submission. 1. Click Review Submission. This will take you to the Forms Submission for the designated ...
How to Remove User Access to Smart Forms
You are able to remove users who have access to a form easily. Remove User Access to Forms Navigate to the menu bar icon and click Smart Forms under Quality + Safety. You will see a list of forms you currently have access to. Click on the form you ...
How to Send | Distribute Forms via Smart Forms Templates
You can distribute your fillable forms to recipients via Commnia Inbox or directly from the Form Templates List. How to Send | Distribute Forms Via Templates List Navigate to the menu bar icon and click Smart Forms under Quality + Safety. Select ...
How to Share and Grant Access to Smart Forms with your Team
You can share the forms you have created with your team members and grant them access to distribute via Commnia Inbox. Share and Grant Access Navigate to the menu bar icon and click Smart Forms under Quality + Safety. Select Templates and you will ...