We're excited to announce that the Forms feature is now available for all practices on the Elite plan.
Forms transform the way a practice manages client and internal information by providing a complete lifecycle for collecting and managing information. Practices can effortlessly collect and process information, ensuring consistency at scale and reducing manual effort with automations at every stage of your form workflow.
Pro Plans: Stay tuned here, your practice will soon be able to experience an even more connected and automated way to collect client information with Forms.
What does this mean for FYI users?
With practice branding, custom-built templates, dynamic merge fields, and automation processes, Forms transforms client information into actionable workflows, seamlessly and securely. Key features of Forms include:
- Consistent Branding and Dynamic Templates: Create and manage Form templates directly in FYI, complete with practice custom branding to ensure a professional and consistent experience. Sample templates are available to preview and customise, assisting practices with getting started with Forms quickly.
- Precise Data capture and Form customisation: Using standard Form fields, FYI data fields, and upload links, practices can customise templates to suit specific client groups, industries or services.
- Effortlessly Create and Share Forms securely: All users can create individual client or internal forms, or incorporate a Create Form step directly into your automation processes for maximum efficiency. Forms can be shared securely using unique form links or existing New Collaborate functionality, ensuring the process is efficient, familiar, and secure.
- General Forms for capturing broader information: Direct Links to Form Templates allow a practice to publish a General Form for surveys, feedback, or non-specific client submissions, for example, embedding on your practice website. These forms are all filed to FYI, making external data collection seamless.
- Additional Dedicated Workflow Statuses: Additional workflow statuses can be used to manage reminders, follow up on outstanding submissions, and track the progress of work when form responses are received. The "Pending Submission", "Submitted", "Reviewed", and "Finished" statuses are available once forms are enabled and are applicable to all documents in FYI.
- Elevate your Automations with Forms: Practices can create and send forms in bulk, automatically. Merge fields can be used to update client or job records based on form responses, ensuring client data is always accurate. When a form reaches the Finished workflow state, it is automatically converted to PDF and filed, completing the process and ensuring every form is securely finalised.
- Dynamically display Form fields (Coming Soon): Form Rules allows users to adjust form templates dynamically, displaying the right question or fields, only when they are relevant, ensuring the precise information is collected. This feature is currently in beta, while we review feedback that will shape the final feature.
Who is this available for?
Forms are available now to all practices on the Elite plan.
Pro Plans: Stay tuned here, your practice will soon be able to experience an even more connected and automated way to collect client information with Forms.
How does it work?
Our Feature Walkthrough provides a guided overview of Forms' key features. This video walkthrough demonstrates how to Build Form Templates with the Form Builder, use Forms internally to standardise processes, and send forms to clients automatically through FYI Automations.
Refer to Introducing FYI Forms - Feature Walkthrough.
Want to get started?
FYI Admins on the Elite plan can enable Forms from Practice Settings. Refer to Managing Practice Settings for Forms to get started.
An FYI Admin or user with Templates permissions can then build Form Templates or customise pre-built Sample Templates for your practice. Refer to Managing Sample Form Templates and Creating Templates for Forms.
What's Next?
Once Forms are enabled, users can start creating forms from within FYI. We've highlighted some key resources below, and you can find comprehensive information on the Forms section of our Help Centre.
- Forms Overview
- Creating Client Forms
- Sending Forms to Clients
- Creating and Submitting Internal Forms
- Setting up a Custom Process for Form Management
- Managing Form Workflow Statuses
Learning Resources
To support the release of Forms, users will be able to access Learning Resources along with walkthroughs directly from FYI Guide. Look out for the new checklist in-app, and get started with creating and sending forms for your practice.