Forms

Getting Started with Forms

Forms in BoardCloud allow you to collect structured responses from board members, committees, and other stakeholders in a secure and trackable way.

They are commonly used for governance processes such as declarations, surveys, confirmations, and feedback.

This guide will help you understand how Forms work and how to get started quickly.

What are Forms used for?

Forms are designed to replace manual processes such as email responses, PDFs, and spreadsheets.

They ensure that responses are standardized, easy to review, and centrally stored.

Common use cases include:

  • Declaration of Interests (annual or ad hoc)
  • Board and committee surveys
  • Meeting feedback forms
  • Compliance confirmations
  • Internal questionnaires and data collection

How Forms work in BoardCloud

There are two key steps when working with Forms:

1. Create a Form
Build your form by adding questions, structuring sections, and defining how responses should be captured.

2. Use a Form
Send the form to the relevant users, track responses, and review the results once submitted.

Need assistance?

If you are unsure how to structure your form or need help with a specific use case, please contact the BoardCloud support team for guidance.

Creating A Form

Learn how to build and structure your form using the drag-and-drop Form Builder

Managing and Editing Forms 

Forms can be reused, updated, and managed over time to support recurring processes.

Sending Forms

Once your form has been created, it can be distributed to board members, committees, or selected users for completion.

Tracking Responses

BoardCloud allows you to monitor form activity in real time, giving you full visibility over who has completed a form and who has not.

Reviewing & Using Responses

After users have submitted their forms, you can review the responses directly within BoardCloud.

Common Form Use Cases

By using the right fields, you streamline compliance and engagement while making it easier for board members to participate.

Troubleshooting & FAQs

If you experience issues when creating, sending, or managing forms, this guidance may help

Best Practice Guide

Designing a good board form is about making it easy for board members to respond while ensuring you collect the right information.

Governance & Compliance Context

Forms play an important role in supporting good governance practices within an organization