Add forms to any task and upload files
Gather additional profile information and relate files directly on the task they relate to.
Configure any task to have forms (with the exception of PEPs, sanctions, and adverse media tasks). When a task is configured with a form, users can start a new form at any time.
Forms can be configured with a range of question styles, including the option to upload files.
You may also notice that tasks with multiple checks have a new Run check button instead of a separate button for each check. We did this to make room for the New form button. The behaviour when you run a check is still the same.
Contact us to configure your tasks with forms - we'll be happy to help you get set up.
Or learn more about forms in our help article.