Before you create a form, make sure to check out our Webshop where we offer a wide range of resources and templates, completely free of charge. Here, you can find everything from simple form templates to more complex ones that can help streamline your work processes. Don't miss the opportunity to explore these valuable tools designed to simplify your tasks and save you time. You can find the function under Case Management » Settings » Form.
Here, you can search for a template by entering free text or exploring different category titles. Before downloading a template, we recommend previewing it first to ensure it meets your needs.
In the video below, we showcase an example of a form that can be used to report Customer claims with 8D method.