Create a draft form

Forms can be created as a blank form or based on templates your agency has created.

Step by Step Guide

1. To create a blank form, navigate to the Create Form button from the main left sidebar and click ‘Create Form’.

REISA Master Forms All Forms screen showing the Create Form button.

2. Select a Form Category from the dropdown list, then choose the form type you require. If you know what form you are looking for, you can start typing in the ‘Select a form’ field and it will dynamically show you forms that match the text you have typed.

Create a form window showing the category dropdown with form categories listed.

3. Click the ‘Select a form‘ field to open the dropdown menu. Browse the available options and select the required form type to proceed.

Create a form window showing the form type dropdown with available forms listed.

4. You can choose to make the form private by toggling the ‘Make this form private’ option. Enabling private mode ensures the form is visible only to the user who created it. However, administrators will still have access to private forms for management purposes.

Create a form window showing the Make this form private option.

5. Click ‘Next‘ to proceed.

Create a form window showing the Next button selected after choosing the category and form type.

6. Type in the address for the form (if applicable) and click ‘Next‘ to continue.

Property address search field showing matching address results.

7. If address validation is not available, you can manually enter the address by clicking the manual entry button. Enter the address details and click ‘Continue‘.