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

# Forms

> Build custom branded forms your staff and members can fill in, print, or submit online.

Forms lets you build custom branded forms for your organization and collect responses inside
OfficeRidge.

<Note>
  **Forms requires the Professional plan or higher.** On Basic it does not appear in the sidebar at
  all. See [Plans and modules](/getting-started/plans-and-modules).
</Note>

## Who can use it

Organization Admins, Location Admins, Clinical Managers, Client Coordinators, and Finance Managers,
on Professional or Enterprise.

## The forms list

Each form in the list shows:

| Column       | Meaning                                       |
| ------------ | --------------------------------------------- |
| **Title**    | The form's name                               |
| **Status**   | Whether the form is published and collectable |
| **Version**  | Increments as you revise the form             |
| **Fields**   | How many fields the form contains             |
| **URL slug** | The address used for the public share link    |

An empty list shows *"No forms yet. Create your first form to get started."*

## What you can do with a form

<CardGroup cols={2}>
  <Card title="Edit" icon="pencil">
    Change the form's fields, layout, and branding.
  </Card>

  <Card title="Fill" icon="pen-line">
    Complete the form inside OfficeRidge as a signed-in user.
  </Card>

  <Card title="Print" icon="printer">
    Produce a paper copy for wet-signature workflows.
  </Card>

  <Card title="Submissions" icon="inbox">
    Review everything collected on that form.
  </Card>
</CardGroup>

## Sharing a form publicly

Published forms have a public link built from the form's **URL slug**. Someone with that link can
fill in or print the form without signing in to OfficeRidge — useful for referral sources, families,
and applicants.

<Warning>
  A public form link needs no account to open. Do not put protected health information into the
  form's fixed text or default values, and think carefully before requesting sensitive identifiers
  on a publicly shared form.
</Warning>

Only published forms are reachable this way. An unpublished form shows *"No published forms
available."*

## Building a form

<Steps>
  <Step title="Create the form and name it">
    The title is what staff see in the list and what recipients see at the top of the form.
  </Step>

  <Step title="Add your fields">
    The **Fields** count in the list reflects what you add here.
  </Step>

  <Step title="Set the URL slug">
    This becomes the public address. Choose something stable — changing it breaks links you have
    already shared.
  </Step>

  <Step title="Publish">
    Until the form is published, the public link returns nothing.
  </Step>

  <Step title="Collect and review">
    Responses land in **Submissions** for that form.
  </Step>
</Steps>

<Tip>
  Revising a published form increments its **Version**. Check submissions against the version they
  were collected under when a form has changed mid-cycle.
</Tip>

## Troubleshooting

| Problem                            | What to check                                                                                                                 |
| ---------------------------------- | ----------------------------------------------------------------------------------------------------------------------------- |
| Forms is missing from my sidebar   | Your agency is on Basic, or your role does not include Forms. See [Plans and modules](/getting-started/plans-and-modules).    |
| A public link shows nothing        | The form is not published, or the URL slug changed after you shared the link.                                                 |
| Submissions are empty              | Confirm respondents used the published link and reached the end of the form.                                                  |
| Branding does not match our agency | Logo and colors come from your organization's branding settings. See [Organization settings](/account/organization-settings). |

## Related

<CardGroup cols={2}>
  <Card title="Organization settings" icon="building" href="/account/organization-settings">
    Set the logo and colors forms inherit.
  </Card>

  <Card title="Integrations" icon="plug" href="/account/integrations">
    Jotform submission sync is planned.
  </Card>
</CardGroup>