> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thread.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Forms & Surveys

> Complete questionnaires, intake forms, and surveys in your customer portal

## Forms Overview

Forms collect important information during your onboarding. Your success team uses this data to customize your implementation and ensure everything meets your needs.

***

## Finding Form Tasks

Form tasks appear throughout your portal:

1. **Action Center** - Forms in the current phase
2. **Urgent Tasks** - Overdue forms blocking progress
3. **Phase Accordion** - Within specific phases
4. **Forms Tab** - All forms in one place

Look for tasks with form/clipboard icons.

***

## Completing a Form

<Steps>
  <Step title="Open the Form">
    Click the form task from your action center or phase accordion.
  </Step>

  <Step title="Read Instructions">
    Review any instructions at the top of the form.
  </Step>

  <Step title="Complete Each Field">
    Fill in all fields, paying attention to required fields (marked with \*).
  </Step>

  <Step title="Review Your Answers">
    Scroll through and verify all information is correct.
  </Step>

  <Step title="Submit">
    Click **"Submit"** to send your responses.
  </Step>

  <Step title="Confirmation">
    You'll see a success message. The task moves to completed.
  </Step>
</Steps>

***

## Field Types

### Text Fields

Single-line input for short answers.

**Examples:**

* Your name
* Job title
* Company name
* Website URL

**Tips:**

* Keep answers concise
* Use proper capitalization
* Don't include extra spaces

### Text Areas

Multi-line input for longer responses.

**Examples:**

* Project goals
* Business requirements
* Additional context
* Detailed descriptions

**Tips:**

* Provide thorough answers
* Use bullet points for clarity
* Include relevant details

### Dropdown Selects

Choose one option from a list.

**Examples:**

* Industry selection
* Company size
* Time zone
* Preferred language

**Tips:**

* Read all options before selecting
* Choose "Other" if no option fits (if available)

### Multiple Choice

Select one or more options.

**Types:**

* **Radio buttons** - Select exactly one
* **Checkboxes** - Select multiple

**Tips:**

* For checkboxes, select all that apply
* For radio buttons, choose your best answer

### Yes/No

Simple binary choice.

**Examples:**

* "Do you have existing data to migrate?"
* "Will you need SSO integration?"
* "Is this timeline acceptable?"

### Date Pickers

Select a specific date.

**Examples:**

* Target go-live date
* Preferred kickoff date
* Contract start date

**Tips:**

* Check your calendar before selecting
* Consider dependencies and lead times

### File Uploads

Some form fields allow file attachments.

**Examples:**

* Supporting documents
* Screenshots
* Data files

**See:** [Uploading Documents](/customer-portal/uploading-documents) for details.

***

## Required vs Optional Fields

### Required Fields

Marked with an asterisk (\*) or "Required" label:

* **Must be completed** to submit the form
* Form will show an error if left blank
* Usually the most critical information

### Optional Fields

No asterisk:

* **Can be left blank** if not applicable
* Include if you have the information
* Help your success team better understand your needs

<Tip>
  Complete optional fields when possible. More information leads to better customization.
</Tip>

***

## Saving Progress

### Auto-Save

Many forms auto-save as you type:

* Look for "Saved" indicator
* Safe to close and return later
* Progress preserved

### Manual Save

Some forms have a **"Save Draft"** button:

* Click to save without submitting
* Return later to complete
* Draft is preserved

<Warning>
  If there's no save option and you close the page, you may lose your progress. Complete forms in one session when possible.
</Warning>

***

## Form Validation

### Inline Validation

Errors appear as you complete fields:

* Red border around invalid field
* Error message below the field
* Must fix before submitting

**Common Errors:**

* Required field is empty
* Invalid email format
* Number outside allowed range
* Text exceeds character limit

### Submission Validation

When you click submit:

* All fields are validated
* Errors are highlighted
* Scroll up to see any missed errors
* Fix all errors and submit again

***

## Common Form Types

### Intake Questionnaire

Collects initial information about your needs:

* Business goals
* Current tools/processes
* Team structure
* Timeline expectations

### Configuration Request

Specifies how you want things set up:

* Feature preferences
* Workflow customization
* Integration requirements
* User permissions

### Feedback Survey

Gathers your input on the process:

* Satisfaction ratings
* Improvement suggestions
* Feature requests
* Experience feedback

### Data Collection

Gathers specific data needed:

* User lists
* Account information
* Historical data
* Reference materials

***

## After Submission

### Confirmation

After successful submission:

* Success message appears
* Task marked as completed
* Progress updates in timeline

### Review Process

Your submissions may be:

* **Auto-accepted** - Information captured, no review needed
* **Reviewed by CSM** - Team reviews and may follow up
* **Approval required** - CSM approves or requests changes

### Changes After Submission

If you need to change your answers:

1. Contact your CSM
2. Explain what needs to change
3. They can reopen the form or make adjustments

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Form Won't Submit">
    **Check:**

    * All required fields completed
    * No validation errors showing
    * File uploads completed (if any)

    **Try:**

    * Scroll through entire form for errors
    * Refresh and try again
    * Try a different browser
  </Accordion>

  <Accordion title="Lost My Progress">
    **Check:**

    * Look for "Saved" indicator
    * Check if auto-save is enabled
    * Form may have draft saved

    **Prevention:**

    * Complete forms in one session
    * Use "Save Draft" when available
    * Don't close browser mid-form
  </Accordion>

  <Accordion title="Field Not Accepting Input">
    **Check:**

    * Field type (may need specific format)
    * Character limits
    * Allowed values

    **Try:**

    * Clear the field and re-enter
    * Check for invisible characters
    * Refresh the page
  </Accordion>

  <Accordion title="Submitted Wrong Answer">
    **Action:**

    * Contact your CSM immediately
    * Explain the error
    * They can reopen or correct the submission
  </Accordion>
</AccordionGroup>

***

## Tips for Better Responses

<CardGroup cols={2}>
  <Card title="Be Specific" icon="crosshairs">
    Detailed answers help your success team customize better
  </Card>

  <Card title="Ask If Unclear" icon="circle-question">
    Contact your CSM if any question is confusing
  </Card>

  <Card title="Take Your Time" icon="clock">
    Rushing leads to incomplete or inaccurate information
  </Card>

  <Card title="Review Before Submit" icon="eye">
    Double-check all answers before final submission
  </Card>
</CardGroup>

***

## What's Next?

<CardGroup cols={2}>
  <Card title="Uploading Documents" icon="upload" href="/customer-portal/uploading-documents">
    Submit files and brand assets
  </Card>

  <Card title="Viewing Timeline" icon="timeline" href="/customer-portal/viewing-timeline">
    Track your onboarding progress
  </Card>
</CardGroup>