Sometimes a form already exists and needs to be retained in its current form rather than being recreated as an intranet form. In this case, you can add either a file (e.g. PDF, Excel, Word) or a link (e.g. URL to form on external website) to your intranet's list of forms. Learn more about forms in the Online Forms Overview article.
Add File to Online Forms
To add a File to your intranet's forms list, when you're within a folder in the Forms section:
- Click Add on the right side of your window.
- Click on File icon to create that type of form.
- Click Choose File to browse for the file on your system. Click Open to select the file and add it to the intranet.
- Add a Title. This field is required, and should be descriptive so that users know the form's purpose.
- Owner is you by default. After you've published the form in the next step, you can Edit it and change the owner if needed.
- Click Publish to make the form live to users.
Add Link to Online Forms
To add a Link to your intranet's forms list, when you're within a folder in the Forms section:
- Click Add on the right side of your window.
- Click on the Link icon, to create that type of form.
- In the Link Address field, paste the URL of the form.
- Add a Title. This field is required, and should be descriptive so that users know the form's purpose.
- Owner is you by default. After you've published the form in the next step, you can Edit it and change the owner if needed.
- Click Publish to make the form live to users.
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