> ## Documentation Index
> Fetch the complete documentation index at: https://docs.deandesk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Forms

> Build custom forms, assign them to users, and review submissions with the Form Manager.

<Info>
  **School-level feature** — managed within your school portal at `yourschool.deandesk.com`.
</Info>

The Form Manager is your school's form builder. Use it to create questionnaires, permission slips, health forms, surveys of record, and any other paperwork your school collects — then attach the forms to your admissions process, assign them directly to specific users, or share them by link.

<Note>
  **Admissions forms** are built here in the Form Manager but attached to your application process in the **Onboarding Policy Manager** (Required Forms tab). See [Admissions](/sis/admissions) for that flow. This page covers the form builder itself and assigning forms outside admissions.
</Note>

## Build a form

<Steps>
  <Step title="Open the Form Manager">
    Go to **Admin Dashboard → Form Manager** (in the **Operations** section).
  </Step>

  <Step title="Create a form">
    Click **Create Form**. Give the form a **Form Title**, and optionally a **Description**, a **Category**, and **Tags**. Categories and tags make forms easier to find and filter later.
  </Step>

  <Step title="Add questions">
    Click **Add Question**, or use the quick-add buttons (**+ Short Answer**, **+ Long Answer**, **+ Multiple Choice**, **+ Upload**). For each question, enter the question text, pick a **Question Type**, and toggle **Required** if an answer is mandatory. Multiple choice questions get an **Options** list you can add to and reorder. Questions themselves can be reordered with the up/down controls.
  </Step>

  <Step title="Preview and save">
    Use **Preview** to see the form as a respondent will, then click **Create Form** to save. You can return to edit the form at any time from the Form Manager.
  </Step>
</Steps>

### Question types

| Type                | Use for                                             |
| ------------------- | --------------------------------------------------- |
| **Short Answer**    | A single line of text — names, IDs, short responses |
| **Long Answer**     | Multi-line free text — essays, explanations         |
| **Multiple Choice** | A pick-one question with options you define         |
| **Upload**          | File attachments — documents, photos, signed PDFs   |

### Form settings

The **Form Settings** panel next to the builder controls how the form behaves:

| Setting                        | What it does                                                                                                                                                                                                   |
| ------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Public**                     | Anyone with the form's link can open and fill it — including visitors without an account                                                                                                                       |
| **Active**                     | Inactive forms stop accepting responses without being deleted                                                                                                                                                  |
| **Allow Multiple Submissions** | Lets the same person submit the form more than once                                                                                                                                                            |
| **Schedule**                   | Optional **Open Date** and **Close Date** — the form only accepts responses inside this window                                                                                                                 |
| **Submission Notifications**   | Choose **No admin notifications**, **All admins**, or **Specific admins** (pick **Admins To Notify**). Selected admins receive an in-app, push, and email notification whenever a final submission is received |

## The Form Manager page

The Form Manager lists all of your school's forms. Search by name, filter by **Category**, and use the actions on each form card:

* **View Form** — open the form as a respondent sees it.
* **View Submissions** — review responses (see [Review submissions](#review-submissions)).
* **Edit** — reopen the form builder.
* **Delete** — remove the form.

<Tip>
  Every form has a shareable fill-out link at `yourschool.deandesk.com/forms/<form-id>` — the same page **View Form** opens. For forms marked **Public**, anyone with the link can respond, so you can embed it in emails or on your website.
</Tip>

## Assign forms to users

Beyond admissions, you can push a form directly to specific people — for example, an annual media release to all current parents, or a certification form to your staff.

<Steps>
  <Step title="Open Form Assignment">
    Go to **Admin Dashboard → Form Assignment** (in the **Operations** section).
  </Step>

  <Step title="Select the form">
    Under **Select Form**, search and choose the form to assign. The page shows how many users are **Already Assigned** — they are excluded automatically so you never double-assign.
  </Step>

  <Step title="Select the users">
    Use the user picker to choose who should receive the form.
  </Step>

  <Step title="Set assignment options">
    Optionally set a **Due Date**, add **Notes** with instructions for the assignees, and toggle **Send reminder notifications**.
  </Step>

  <Step title="Assign">
    Click **Assign Form**. Each user is notified and the form appears in their Assigned Forms list.
  </Step>
</Steps>

## How members complete assigned forms

Users find their assigned forms at **Profile → Assigned Forms** (`/profile/assigned-forms`). Each assignment shows its due date and a status:

| Status          | Meaning                                      |
| --------------- | -------------------------------------------- |
| **Not Started** | Assigned, but the user has not opened it yet |
| **In Progress** | The user has started and saved a draft       |
| **Completed**   | The form was submitted                       |
| **Overdue**     | The due date passed without a submission     |

Logged-in users can save a draft and return later — their in-progress answers are kept until they submit.

## Review submissions

From the Form Manager, click **View Submissions** on a form to open its submissions page.

At the top, summary cards show **Total Submissions**, **Completion Rate**, and **Active Responses**. Below, the submissions list supports searching and filtering by **Status** (**Submitted**, **Draft**, or **Incomplete**).

* Click a submission to view every answer, including uploaded files.
* Use **Export** to download all submissions for the form, or **Export This Submission** from a single row's menu to download just one.

<Note>
  Admissions form submissions also appear inside each application in the Admissions Queue, and are included in the queue's Excel export. See [Admissions](/sis/admissions#export-applicants).
</Note>

## Next steps

<CardGroup cols={2}>
  <Card title="Admissions" icon="clipboard-check" href="/sis/admissions">
    Attach forms to your application process in the Onboarding Policy Manager.
  </Card>

  <Card title="Profile forms" icon="id-card" href="/setup/profile-forms">
    Customize the profile fields users complete on their accounts.
  </Card>
</CardGroup>
