Forms

A form captures answers to a consistent set of questions inside AvaroAI, stored against the record it concerns. Directors create the form templates that forms are based on. Use Files for an existing PDF or signed agreement.

Complete a form

Open the record’s Forms area, select Create form, choose an available form, and adjust the title if needed. Complete the generated fields and select Save. The Forms list shows when each form was completed, and marks forms that were created but never saved as Not started.

Forms and templates

A form copies the template’s title and fields when it is created, and does not stay linked to the template. Later changes in Organization > Forms, including deleting the template, do not change existing forms on records. This preserves the questions used to capture that record’s information.

Archive a form

Forms are archived rather than deleted. Use Archive form from the Forms list, and toggle Archived to find and restore archived forms. An archived form is read-only, and it cannot be restored while the record it is attached to is archived. Archiving a record also archives its forms.