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Aug 2026: Q&A Forms - A new home for Forms

Forms Library gives you quick access to forms allowing you to roll them out across multiple sites.

Why it matters

Managing forms across multiple offices used to mean manually creating them one by one, which didn't scale well for multi-site clients.

When to use this

Use the Form Library whenever a form needs to be shared across more than one office, or when rolling out a new form to several sites at once.

How it works at a high level

Forms now live in a central Form Library and can be assigned to multiple offices directly, rather than being tied to a single office.

Best practice tips

If you're using the same form in several offices, check whether you're still working from separate copies — moving to one shared form in the Library will save you re-editing the same thing multiple times