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Smart Form Collections

Create a questionnaire from any custom combination of forms

Alexandrea Melhem avatar
Written by Alexandrea Melhem
Updated over 2 years ago

With Smart Form Collections, you can combine multiple immigration forms into a single Smart Form. To do this:

  • Click "Create New" > "Form"

  • Select all of the forms that you want included in your questionnaire

  • Assign beneficiaries and petitioners (as needed)

In order to create a Smart Form collection, navigate to Settings > Smart Form Collections. Then create a "New Collection", name it and add any number of forms.

Once you've created a Smart Form Collection, you'll be able to find it in your list of forms whenever you create a new Smart Form.

In order to do this, navigate to your dashboard, click "Create New" and select "Form".

You'll find your Smart Form Collection within the forms list on the next page:

As with all of our Smart Forms, you'll be able to configure the Applicant and Petitioner for each form in your Smart Form collection from the Smart Form's settings tab. You'll also be able to add and remove new forms and change the Smart Form's Preparer from that tab.

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