Skip to main content

Issue a project form

Use this dialog to issue a project form instance, choosing the form template and version before sending or sharing it with recipients.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the issue form dialog​

From your project workspace, select the option to issue a form; the Issue Form dialog opens, showing options to choose a template and configure how the form will be issued.

Open the issue form dialog

Step 2: Choose a form template​

In the Template section, open the drop-down list and select the appropriate form template for your project; the dialog then prepares to load available versions of that template.

Choose a form template

Step 3: Select the form version​

In the Version field, confirm the default “latest” version or pick a specific version from the drop-down list if you need to use an older or particular revision.

Select the form version

Step 4: Choose how the form will be issued​

Select the instance type, such as Assigned to send it to one named person, Open Link so anyone with the link can respond, or Anonymous for feedback that does not capture identity.

Choose how the form will be issued

Step 5: Review the template details​

Use the template preview section to review the key fields and structure of the selected template so you can confirm it suits your intended use.

Review the template details

Step 6: Issue the form​

Click the button to issue the form; the system creates a new form instance and can generate a public link or QR code that you can share with the intended recipients.

Issue the form

Last updated: 2026-02-10