Introduction

Project forms are client-facing questionnaires used to collect information during an engagement — scoping details, access credentials, system inventories, or any structured data you need from the client.

Forms are built from form templates and support:

• Dynamic field types configured in a visual form builder
• Internal submission by authenticated team members or client accounts
• Public sharing via a token-based link (no login required)
• Email notifications when a form is submitted

Key Concepts

Concept	Description
Form template	An organization-scoped reusable form definition with sections and fields.
Project form	An instance of a form for a specific project.
Share token	A time-limited link for public form submission.
Submission	The client's completed form data, stored as JSON values.