Creating a Smart Form
Navigate to the Forms tab from the Library tab within your menu and click into the Smart Forms section. Then follow the instructions below to create a new smart form:
Click + Create Form at the top right of the Forms page.
Enter a Title (click the pencil icon) and a Description (supports bold, italics, underline, and code).
Build your form using the following components: Add Questions, Add Text, Add Signature
Save your form using the Save button in the top right
Saving a Smart Form will not push changes to existing cases. In order for existing cases to receive updates to a Smart Form, it must be published (See Smart Form Versioning for additional information)
🔹 Add Questions
Click + Add Question to insert a question block.
Customize:
Question text
Instructions (optional)
Required checkbox
Type (see below)
Image upload (.jpg, .jpeg, .png only)
Supported Question Types:
Text | Short answers  |
Paragraph | Long answers; Open-ended responses  |
Number | Numeric only  |
Dropdown | One selection option  |
Radio | One selectable radio button  |
Select | Multiple checkboxes  |
Date | mm/dd/yyyy format with calendar picker  |
💡 Tip: Reorder options using drag handles and delete with the trash icon.
Conditional Questions
Make questions appear only when specific conditions are met.
In any question, check Only appears when.
Set conditions based on answers to earlier questions.
Use and/or logic for multiple conditions.
💡 Tip: Conditional questions can be required—something not possible in legacy forms.
🔹 Add Text Components
Useful for grouping questions or providing instructions. You can include:
Formatted text (bold, italic, underline, code)
Images
🔹 Add Signature Component
Used to collect digital consent. Only one signature field is allowed per form. It can be set as required.
Duplicating a Smart Form
Once changes to a Smart Form have been saved, an entire form can be easily duplicated.
Click the ellipsis menu (•••) in the top right corner of the Smart Form builder
Click Duplicate to duplicate and rename the entire form
Click Duplicate again to confirm the Smart Form duplication
