My Forms (all users)

View and assign forms specific to each user through a custom dashboard.

My Forms will be the first thing you see when you open the Forms Application. This new view gives you access to each of the forms available to you by an admin.

To complete a form, simply click on one of the form blocks with the name of the form you need to fill out. The form will appear and include each of the fields selected and designed for you by an admin in your company.

Be sure to scroll to complete each of the form fields with the form you've selected.

"Your name" and "Your email address" marked with an asterisk are required for each form submission. They verify the number of times you submit the same form and allow your company admins to notify you if the the submission has been approved or revoked.

Admins have the option to notify you and send a message if the form has been approved or denied.

Once you've completed the form click the submit button to send your form back to an admin to verify for approval or to populate your database directly.

Just like the rest of the Pitchly Platform, My Forms operates in real-time. All changes made by an Admin to a form will update as soon as an admin clicks save. If the option to submit forms directly to the database has been selected for a your form, then your submission will populate the database immediately after you click submit.

To learn more about the Forms Application start exploring our Knowledge Base articles use the buttons below.