--- title: "Building and sending forms" description: "Create forms to collect information and documents from customers—and send them to be filled in the portal." lastModified: "2026-06-13" lang: "en" wordCount: 565 url: https://qualyhq.com/training/forms/building-and-sending-forms --- ## Site navigation - [For schools](/international-education/for-schools.md) — For international education schools - [For agents](/international-education/for-education-agents.md) — For international education agents - [Explore](/training.md) — Watch videos on how to use Qualy - [About](/about.md) — Learn about Qualy's mission and values - [Pricing](/pricing) - [5-min demo](/demo.md) - [Login](https://dashboard.qualyhq.com) # Building and sending forms > Get any information or document from a customer, at any time. ## At a glance - **Intended for:** Everyone - **Available in:** All plans - **Reading time:** 4 minutes - **Last updated:** 31st May 2026 ## Quick summary On the Forms page, create a new form and add fields. Give it a public description, then request it from a customer—the forms you select are sent so both you and the customer can fill them in through the portal. Responses appear on the customer's Forms tab. ## Overview Onboarding means paperwork: details to confirm, documents to collect. **Forms** let you gather exactly what you need from a customer—at any time—and they fill it in through their portal. ## Building a form 1. Open the **Forms** page 2. Click **"Create new form"** 3. Add the **fields** you need 4. Add a **public description** so customers know what it's for ## Sending it to a customer **Request** the form from a customer. The forms you select are sent so both you and the customer can fill them in through the **portal**. While you wait, you'll see a status such as **"Awaiting for the customer to start"**, so it's clear what's outstanding. ## Reviewing responses Form responses appear on the customer's **Forms** tab, and on each form you can choose **"See form responses"** to read what's come in and see how many responses you've had. Pre-fill the parts you already know before requesting a form, so the customer only completes what's missing—faster for them, cleaner for you. ## Forms as part of a service You can **attach a form to a step** of a service, and even make submitting it a requirement before the order moves on. That way the right form is part of the journey at the right moment—no one has to remember to send it. See the service guide for setting up steps. ## Frequently asked questions ### What can I collect with a form? Any information or documents you need from a customer. Forms can capture text answers and files, and can be filled by both you and the customer. ### How do I send a form to a customer? Request the form from the customer. The forms you select are sent so the customer can fill them in through their portal; you'll see the status while you wait. ### Where do form responses go? To the customer's Forms tab, and to the form itself—open it and choose 'See form responses' to read the answers and see how many responses you've had. ### Can both sides fill in a form? Yes. A requested form can be completed by you and the customer, which is handy when you pre-fill part and the customer completes the rest. ### Can a form be part of a service? Yes. You can attach a form to a step of a service, and even require it to be submitted before the order moves on—so the right form is built into the journey. See the service guide. ### What if a customer hasn't started a form? You'll see a status such as 'Awaiting for the customer to start', so you know what's still outstanding. ### Can I add a public description? Yes—add a public description so customers understand what the form is for before they fill it in. ## Prefer doing this via the Qualy API? Head over to our developer docs for everything you need—endpoints, examples, and simple how-tos. [View API Docs](https://docs.qualyhq.com/docs) ## More on Qualy **Industries** - [For schools](/international-education/for-schools.md) — For international education schools - [For agents](/international-education/for-education-agents.md) — For international education agents **Support** - [Training](/training.md) - [System status](https://qualyhq.statuspage.io/) — Qualy system status - [Product updates](https://changelog.qualyhq.com) — As we work on Qualy, here we spotlight what we’ve learned and updated across our products - [Contact](/contact-us.md) **Product** - [Demo](/demo.md) - [Enterprise](/enterprise.md) - [Testimonials](/testimonials.md) — Learn what some customers have to say about Qualy - [About](/about.md) — Learn about Qualy's mission and values - [Blog](/blog) — International education payments blog by Qualy - [Trust center](/trust.md) - [API](/api.md) — Qualy API for international education payments - [Zapier](/zapier.md) — Connect Qualy to 7,000+ apps with Zapier **Legal** - [General terms](/terms-and-conditions.md) - [Payer terms](/terms-for-payers.md) - [Privacy policy](/privacy-policy.md) - [BECS DDR](/becs-dd-service-agreement.md)