Forms, Certificates & Compliance

Custom form library

Create, publish, clone and archive no-code forms.

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Custom form library

Create, publish, clone and archive no-code forms.

Where to find it

Admin → Custom Form Builder / Form Library.

How to use it

  1. Create a form with a clear operational title and applicable trade scope.
  2. Open the visual builder and add sections/fields.
  3. Preview/review the form before publishing.
  4. Publish when ready for field use.
  5. Clone when creating a new variant; archive obsolete forms rather than deleting historical evidence.

Important notes

Published revisions are snapshotted with SHA-256 evidence so historical submissions retain their form revision context.

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