Think of Forms as addy's internal version of Google Forms. It shares some features with Google Forms, but supports operational and compliance controls specific to addy's business. It also offers GPT integration.
Q: Show me an example form?
Here's an example public form where a borrower can apply for a Home Equity Loan:
Here's what it looks like in the Forms editor:
Q: How do I access the Forms editor?
If you are an addy employee, visit this link
We intend to make some of this functionality available to issuers and other partners in the future.
Q: How do I create a new Form?
By default, the Forms Editor takes you to a blank form. If you are on another form, just select "Create New Form" from the dropdown above the name of your form:
Q: How do I name my form? How do I share the link?
Name your Form at the very top. Be sure to put in a name that makes sense to end users as this name will title the Form for end users. For example, "Issuance Overview Questions" is better than "OD Questions". This name will show up as the title of the form. It will also be hyphenated to set the link.
Click Public Form Settings to grab the link. Be sure to check "Make this form publicly available" at the top if you want the form to be accessible without an addy login:
IMPORTANT: Currently, when you change the name of the Form, the link will also change. Be careful of this!
Q: How do I add a new Form Field? What field types can I choose from?
Click the purple + Add Field button at the bottom. 
You can choose from these fields by making a selection in the Data Type column:
a. Short Text - A simple Text field
b. Paragraph Text - A large multiline Text Box
c. Rich Text Editor - A large multiline Text Box where you can customize the text display and even add links!
d. Number - a Text Field that only accepts whole numbers
e. Percentage - a Number field that only accepts whole percentages
f. Decimal Number - A Number field that accepts numbers with decimal places
g. Date - A Calendar field where you can select a Date
h. Checkbox - A one-line checkbox field
i. Dropdown - A dropdown where user can select one of the specified options. Click Dropdown Options within the Data Type column to configure the options:
j. Multiple Choice Dropdown - A dropdown where multiple options can be selected
k. Header - Visual element that allows for large text headings to divide the Form into sections or provide instructions
l. Address - Input an address with Google autocomplete to select the address
m. File - Upload a File. (Future feature) Copy this File to the addy Data Room
n. Approval - Require approval of this form by specific Seat(s) before the form contents can be further propagated (such as to an issuance). Every approval field on the Form must be approved before the Form can proceed further. A single rejection will mark the entire form rejected. For example, you can have a separate approval field for each function that needs to sign off.You can configure the Seats that can view and / or Approve this field the same way as you edit permissions for every other field. See below:
o. User - Select a User or Investor of the current Entity via autocomplete.
Q: How do I make my field Required?
Simply check the Required box under the Data Type column:
Q: How do I set who can View and Edit each form field?
Click the "Cog" icon under the Actions column
Read Permissions indicates the Seats that can see the field
Write Permissions indicates the Seats that can edit the field
You can make multiple selections under each.
Important Notes:
1. Be sure to select Public Web if you want users without a login to access a field.
2. Be sure to select Issuer if you want addy Business users who are not addy employees to access a field
3. By default, each new field has "All addy" selected - which includes access for GPT. Be sure to manually select each addy Seat if you want to exclude GPT from access.
Q: How do I configure options for my Dropdown?
Click Dropdown Options within the Data Type column to configure the options:
Click + Add Option to add new options or the red X to remove an option
Q: How do I configure conditional fields / branching? That is, show certain fields based on the user's selections?
1. Click Advanced Options under the field you wish to conditionally show
2. Select the prior field that the current form field is conditional upon
3. Type in the value for the prior field that causes the current field to show - or leave the field blank if the current field should be shown just as long as the prior field is filled in:
Q: What field types are NOT currently supported?
A: Among other things, Radio Buttons are currently unsupported. This can be requested
Q: Does the Forms editor auto-save my progress?
A: Currently no, be sure to hit the purple "Save" button at the very bottom periodically