Q: What is the OnBoardSoft Forms Module?
ANS: A dynamic form builder enabling administrators to create customized data collection forms for clients and channel partners. 

Q: Who can create and manage forms?
ANS: Only administrators can create/manage forms through the Admin Portal. Channel Partners and Clients can only complete assigned forms.

Q: What types of forms can I create?
ANS: Surveys, onboarding forms, compliance documentation, feedback collection, applications, order forms, and any structured data collection needs.

Q: What are form behavior settings?
ANS: Dashboard visibility, submission options, profile attachment, and specialized functions like Order Form integration.

Q: Why can't I add questions immediately after creating a form?
ANS: You must save form settings first, then create Question Groups before adding questions. This ensures proper data structure. 

Q: Can I edit forms after they're live?
ANS: Yes, through the three-dot action menu, but be cautious with forms that have existing submissions. 

Q: What are Question Groups and why are they required?
ANS: Organizational containers that structure form sections logically. Required before adding questions to improve user experience.

Q: What question types are available?
ANS: Text input, textarea, dropdown, checkbox, signature, and specialized fields with configurable validation rules.

Q: Can I make questions conditionally required?
ANS: Yes, designate questions as required and use dynamic value parameters for conditional logic.

Q: How do I preview forms before deployment?
ANS: Use the preview option in the three-dot action menu to see exact user experience.

Q: How do I assign forms to users?
ANS: Form action menu → "Assign Form" → Choose Channel Partner or Client tab → Select users (individual or "Select All") → "Assign to...". 

Q: Can I assign the same form to both partners and clients?
ANS: Yes, through separate assignment processes using respective tabs for each user type.

Q: How do users know they've been assigned a form?
ANS: Through portal dashboard notifications and optional email alerts.

Q: What's the difference between assignment and Email Form?
ANS: Assignment is systematic distribution through user portals; Email Form sends direct email links to specific recipients.

Q: How do I view form responses?
ANS: Form action menu → "View Submissions" → Navigate between General, Client, and Channel Partner tabs.

Q: What details are tracked for each submission?
ANS: Status, completion dates, submitter info, archival reasons, and complete response data with audit trails.

Q: A client started a form but didn't finish - how do I follow up?
ANS: Check submission status in "View Submissions" to identify incomplete forms, then contact the user directly or use Email Form to resend.

Q: I need to collect the same information from 100+ partners quickly - what's the best approach?
ANS: Create the form once, use "Select All" in Channel Partner assignment tab for bulk distribution, then monitor completion through submission tracking.

Q: A form has a typo but 20 people already submitted - should I edit it?
ANS: Minor text corrections are generally safe, but major changes could affect data consistency. Consider creating a new version for future use.

Q: Users complain a form is too long - how do I improve completion rates?
ANS: Use multiple Question Groups to create sections, limit to 5-10 questions per group, and make only essential fields required.

Q: I need to collect sensitive financial data - how do I ensure security?
ANS: Configure appropriate access permissions, use required validation, and verify your data retention policies with your administrator.

Q: Can I create a form that automatically creates a sales order?
ANS: Yes, enable Order Form functionality in behavior settings. This allows clients to select products and create orders directly through the form, integrating with OnBoardSoft's sales system.

Q: A department wants their own forms but I need oversight - how do I manage this?
ANS: Create forms with clear naming conventions (dept prefix), use assignment controls, and maintain centralized dashboard oversight.

Q: I need to stop collecting responses immediately - how do I pause a form?
ANS: Edit form settings to disable submission options or remove assignments, depending on your requirements.

Q: Can I set up automatic reminders for incomplete forms?
ANS: Check with your administrator about notification automation capabilities in your OnBoardSoft configuration.

Q: I accidentally deleted a form with important data - can I recover it?
ANS: Contact your system administrator immediately. Recovery depends on backup policies and timing.

Q: How do I create a form for one-time use vs. ongoing collection?
ANS: Configure submission options in behavior settings and manage through assignment controls for usage limitations.

Q: A partner wants to customize the form for their clients - is this possible?
ANS: Partners cannot modify forms but can use Email Form distribution or request separate form versions for their specific needs.

Q: I need to comply with industry regulations - what audit features are available?
ANS: Comprehensive audit trails track all form activities with timestamps. Configure data retention policies as needed for compliance. 

Q: Form won't save or loads slowly - what's wrong?
ANS: Check internet connection, browser compatibility, and ensure all required fields are completed. Contact support if issues persist.

Q: Users can't access assigned forms - what should I verify?
ANS: Check assignment status, user permissions, portal access, and notification settings. 

Need Additional Help?
Contact OnBoardSoft Support:

• Website: www.OnBoardSoft.com
• Email: info@onboardsoft.com
• Phone: +1 (201) 254-7832