Forms

Forms are used throughout the EasyHOA in various locations. Here is a list of functions in the software that allow you to utilize forms:

1- Requests- You can utilize forms when giving the owners inside the HOA the ability to fill out requests through their online owner portal. When logged in, if an owner needs to create a request, they can fill out a form that you or any member of the HOA board has already built and has tagged to a particular request type.

To create a Request Form, go to the main menu on the left had side of your team member dashboard and click on Requests and then click on Request Forms>New Form

2- Voting-Surveys- You can utilize forms when giving the owners inside the HOA the ability to participate in a voting or a survey campaign. This participation can take place either through the online owner portal or via a link in their email and/or text that they receive. When logged in, if an owner needs to participate in a voting/survey campaign, they can click on the Survey/Voting tab of their main menu and the EasyHOA will allow them to fill out a form that you or any member of the HOA board has already built to go along with that voting or survey campaign.

To create a Voting-Survey Form, go to the main menu on the left had side of your team member dashboard and click on Voting-Surveys and then click on Forms>New Form

3- Website Forms- See Website Forms Support article

Learning how to build/create a form can be tricky. Watch this video to learn how to create a form

Did you know? Forms can be copied from one location to the next. For example, if you build a form for your website that you would also like to use for a voting/survey campaign, simply click on the “copy to another location” feature and choose where you want that form to be copied to.