FunJoin

Click the “+ Add Smart Form” Button to open Create Smart Form Page

Enter Smart Form Name in Name Text Box

Select Offerings in Usable for Offering(s) Dropdown

Select Locations in Usable for Locations(s) Dropdown

Select Display Option in the Display Option Dropdown

(Optional: Make Smart Form Required) Click Smart Form is Required Check Box

(Optional: Enable Smart Form Review) Click Internal Review Required Check Box

Enter Question in Question Text Box

Enter Description in Description Text Box

Select Question Type in Type Dropdown

Adjust Question Settings by clicking Settings Check Boxes

(If Needed: Multiple Choice and Dropdown) Enter Answer Option in Options Text Box

(If Needed: Multiple Choice and Dropdown) Click “+ New Option” Button and repeat Step 13

(If Needed) Repeat Steps 8-14 until all Questions are added to Smart Form

Click “Virtual Signature" Toggle to turn on/off Virtual Signature Requirement

1. (If Needed: Virtual Signature On) Add Instructions in the Instructions Text Box
2. (If Needed: Virtual Signature On) Add Description in Description Text Box

1. Click "Settings" in Top Menu Bar
2. Click "Smart Forms" Tab
3. Click the “+ Add Smart Form” Button to open Create Smart Form Page
4. Enter Smart Form Name in Name Text Box
5. Select Offerings in Usable for Offering(s) Dropdown
6. Select Locations in Usable for Locations(s) Dropdown
7. Select Display Option in the Display Option Dropdown
8. (Optional: Make Smart Form Required) Click Smart Form is Required Check Box
9. (Optional: Enable Smart Form Review) Click Internal Review Required Check Box
10. Click “Add Question" Button
11. Enter Question in Question Text Box
12. Enter Description in Description Text Box
13. Select Question Type in Type Dropdown
14. Adjust Question Settings by clicking Settings Check Boxes
15. (If Needed: Multiple Choice and Dropdown) Enter Answer Option in Options Text Box
16. (If Needed: Multiple Choice and Dropdown) Click “+ New Option” Button and repeat Step 13
17. (If Needed) Repeat Steps 8-14 until all Questions are added to Smart Form
18. Click “Virtual Signature" Toggle to turn on/off Virtual Signature Requirement
 1. (If Needed: Virtual Signature On) Add Instructions in the Instructions Text Box
 2. (If Needed: Virtual Signature On) Add Description in Description Text Box
19. Click “Save Draft” Button

Question Examples: Short Text

Find Unpublished Smart Form in Smart Form Table

1. Click "Settings" in Top Menu Bar
2. Click Smart Forms Tab
3. Find Unpublished Smart Form in Smart Form Table
4. Click on “More Options" Button
5. Click “Publish” Button

Create a Smart Form

Publish a Smart Form