Office & Dragons

Forms are guided questionnaires that you can build on top of your Merge turnsheets.

What are forms?

Forms can only be used in Merge workflows. To build a form for your turnsheet, click Views in the turnsheet toolbar and select Form.

Share your form with colleagues and clients by sharing your matter with them or by sharing a public form.

You can configure various settings that are useful if you plan to share your form using a public link.

Forms give your colleagues and clients an easy way to generate documents from your Merge sheet by filling out a guided questionnaire.

Find answers and get help from Intercom Support and Community Experts