> [!info] This feature is available in the Manage plan Forms give you the ability to create customizable forms to track any type of information that is not captured in CondoGenie by default. Forms can be assigned to users or units, organized by category, and used to collect structured data such as insurance policies, financial information, or document submissions or anything that you need for your records. ## Key Concepts - **[[Create a Form|Form]]**: A customizable data collection tool assigned to users or units. - **[[Form Categories|Form Category]]**: A grouping mechanism for forms. Categories can be default or custom-created, and determine which user groups can access or are notified about a form. - **Question Types**: Different formats of questions that can be added to a form (e.g., text, multiple choice, document upload, etc.). - **Required Question**: A question that must be answered before the form can be submitted. - **Draft**: A saved but unpublished form, useful for review before distribution. - **Published Form**: A form that has been released to assigned users, triggering email notifications. - **Submission**: A completed form response from a user. ## Who Can Access Forms? Access to Forms is set through [[User Groups Overview|User Groups]]. By default administrators, board members and managers can create, edit, and manage forms. Users such as residents and owners are able to fill out and submit forms. ## Prerequisites - Access is required to create, edit, and manage forms. - To create custom form categories, access to **`Administration > Global Settings`** is required. ## Common Use Cases - **Tracking Insurance Policies**: Collect insurance policy documents from unit owners. - **Financial Information Collection**: Use a custom "Finances" category to gather financial data from relevant user groups. - **Document Submission**: Request users to upload supporting documents. - **Compliance Tracking**: Monitor which users have or have not submitted required information. ## Additional Notes - Forms marked as **required** will prompt users to fill them out upon signing in. - Publishing a form triggers automatic email notifications to all assigned users through [[Form Categories]]. - Draft forms can be reviewed by other administrators before publishing. - Custom [[Form Categories]] allow for targeted distribution — only users associated with the selected category will be notified. - [[View Form Statistics and Submissions|Form statistics]] provide visibility into completion rates and outstanding submissions.