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Form Folders

LiveWeb dashboard

Group your form templates into folders so staff find the right one.

On the dashboard

See it in action

On Forms Management, a manager creates a Vehicles folder, ticks the Vehicle Check template, moves it into the folder with Move to, and opens the folder to find it under All Forms › Vehicles.
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Full tutorial in Help →

What it does

  • Create folders, and folders inside folders, for your form templates.
  • Move templates between folders.
  • Find your way back with the folder breadcrumb.
  • Template search also matches the folder name, so staff don't need to know where it's filed.
Who it’s for
Administrators · Managers
Works on
Web dashboard
Status
Live
Included in
Every plan

Why it matters

Fully Customisable Forms

Build Any Form Your Organisation Needs

A powerful drag-and-drop form builder with 17+ field types, conditional logic, and seamless mobile filling — or let AI chat fill them out for you.

Every care organisation has unique processes, but most are stuck using rigid, one-size-fits-all forms. When forms do not match your workflows, staff work around them — creating gaps in records and inconsistent data.

Read+Respond provides a full-featured form builder where you design exactly the forms you need. Drag and drop from 17+ field types including text, dropdowns, ratings, signatures, file uploads, and more. Add conditional logic so fields appear only when relevant, and mark fields as required to ensure completeness.

On mobile, staff fill forms step-by-step with a guided experience that works offline. Progress is tracked visually, and submissions sync automatically when connectivity returns. Every response is linked to the right client, searchable, and audit-ready.

Need to fill a form even faster? Staff can complete any form through a natural AI chat conversation — just answer questions in plain language and the form is filled out automatically, ready for review and submission.

External Form Sharing

Collect Information From Anyone, Seamlessly

Share forms with families, external agencies, or referral partners via a secure link — no login required.

Care organisations frequently need to collect information from people outside their team — intake forms from referral partners, feedback from families, incident reports from external providers. Managing this through email and paper creates delays, lost responses, and data that has to be manually entered.

Read+Respond lets you generate a secure share link for any form in your system. External respondents fill it out on any device without needing an account, and their responses flow directly into your records — linked to the right client, timestamped, and ready for review.

Control access by setting expiry dates and usage limits on each link, ensuring your forms are only available when and to whom you intend.

Also in Forms & Form Builder