Forms

Forms in BoardCloud

BoardCloud forms allow your organization to collect information directly from meeting attendees and board members. Forms may be used for:

• Conflict of interest declarations
• Voting and approvals
• Surveys and feedback
• Policy acknowledgements
• Sign-offs and confirmations

Forms can be linked to meetings, committees, or shared organization-wide.

Accessing a Form

Forms are usually shared with you in one of the following ways:

• Inside a meeting agenda
• Through a committee
• Via a notification email
• Under your assigned forms section

When a form is available to you, simply open it and complete the required fields.

Completing a Form

Most forms are straightforward and easy to complete.

Depending on the form, you may see:

• Text fields for written answers
• Dropdown menus
• Checkboxes
• Rating scales
• Yes/No questions
• Multiple-choice questions

Required Questions

Some questions may be marked as required with an asterisk (*).

You must complete these questions before submitting the form.

Editing Your Responses

You cannot edit the form once your form has been submitted.

Anonymous Forms

Some forms may be configured as anonymous.

When a form is anonymous, your name is not attached to your responses and administrators can view the results, but not who submitted them

If anonymity is important for a specific form, this will normally be indicated clearly by your organization.

Troubleshooting Forms

I cannot see the form

Possible reasons include:

• The form has not yet been published
• You have not been assigned access
• The form deadline has passed

Contact your administrator if you believe you should have access.

My form will not submit

Check that:

• All required fields are completed
• Any uploaded files finished uploading
• Your internet connection is stable

Then try again.