What it is and why it helps
Customize a questionnaire for your screening needs, download a PDF, or collect responses online.
How to use it
- Start with Comprehensive, Essential, or Safety focused.
- Edit company/project details, logo, instructions, sections, and questions.
- Choose answer types and required or sensitive settings; use Preview.
- Save draft, Download PDF, or Save & Send Online. Save the organization form before inviting recipients.
Drafts and changes
Public drafts stay in the current browser. Enable browser storage and use the same browser through signup to restore them. Saved organization forms persist in the workspace. A PDF download alone does not save an online form.
Existing form saves check revision; reload if another session changed it. Invitations retain the questionnaire version sent with them, so later edits do not change existing applications.
Questions and limits
Forms allow 15 sections, 60 questions per section, and 200 questions overall. Types include text, email, phone, numeric, currency, dates, choices, attachments, and references. Conditions present in a form can depend on an earlier question.
PNG/JPG logo inputs up to 10 MB are optimized before saving. Certification includes representative name, title, date, and acknowledgment; it is not a verified digital signature.
PDF and online collection
PDF download creates a US Letter questionnaire without signup. Online saving and sending requires workspace access. Saving does not automatically send an invitation; select recipients after saving.