Tips & Shortcuts on GoodEvent Docs

This article explains how to use GoodEvent Docs to build digital forms from scratch. It covers every available question type and walks through the steps to create, configure, and layout a form ready to share with customers or staff.

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Steps

Phase 1: Understand the Available Question Types

Before building your form, here is what each question type does:

Contact Information — name, email, phone number, and other standard contact fields. Always appears at the top of the form.

Short Answer — a single line text field for brief responses

Long Answer — a larger text box for detailed responses. Use this when you need the person to write a more thorough reply.

Rich Content — a full text editor where you can add large amounts of formatted text. Most commonly used for Terms and Conditions. You can change font type, add headers, bold text, bullet points, and more. Add a digital signature button at the bottom of a rich content section if you need the reader to sign what they have read.

• ⚠️ Important: Always update the description/title of a rich content section — this title appears on the public-facing form and helps the person understand what they are reading.

Date — a date picker field

Time — a time picker field

Multiple Choice — lets the respondent select one or more options from a list. Useful for questions like ground type on a site survey (e.g. Grass, Concrete, Decking).

Single Choice — similar to multiple choice but only one answer can be selected

Yes / No — a simple binary question

Star Rating — a star rating selector. Great for post-event feedback and reviews from customers.

Photo Upload — allows the respondent to take or upload a photo. Ideal for site surveys where staff need to photograph the field, access point, or venue.

File Upload — allows the respondent to upload any file type

Signature — a digital signature field

PDF Document — embed a PDF directly into the form. Use this for health and safety guides, manufacturer instructions, setup manuals, or any multi-page document staff or customers need to read. For example, a step-by-step guide for setting up a specific piece of equipment that new staff can follow on site.

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Phase 2: Create a New Form

1. Go to your Form Library — find this in the left menu
2. Click New Form
3. Give the form a name — make it clear and descriptive. For example: Site Survey, Post-Event Feedback, or Staff Setup Manual.
4. Add a description — this appears on the form and helps the recipient understand its purpose
5. Choose the contact information fields — select which fields are essential and mandatory for this form. For example, name and email as a minimum.
6. Click Create — your form is now created and ready to build

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Phase 3: Add and Configure Questions

1. Make questions required — click the required toggle on any question to make it mandatory before the form can be submitted
2. Clone a question — click the clone button to duplicate an existing question. Useful when you need several similar fields.
3. Change a question type — click the blue field type box on any question and select a different type from the dropdown
4. Add a new question — click Add Another Question at the bottom of the list and choose the field type you need
5. Reorder questions — drag questions up and down to change their order

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Phase 4: Adjust the Layout

1. Click Save and Preview — to see how the form looks from the respondent's perspective
2. Click Change Layout — to access advanced layout options:
   • Change the number of columns — click the column selector to split a section into 2, 3, or 4 columns. You can then drag questions into different column positions.
   • ⚠️ Tip: If staff will be completing this form on a mobile device, use a single column layout. Multi-column layouts can be difficult to read and complete on a small screen.
   • Add section headers — click the bottom left button to add title sections that group related questions together
3. Keep the public view open in another tab — open the public-facing version of your form in a separate browser tab. Each time you make a change, go to the other tab and refresh the page to see exactly how it looks to the person filling it in.

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🎥 Video Guide

How to Create and Build Digital Forms in GoodEvent Docs https://www.youtube.com/watch?v=ujcDKEufkiE

Video timeline:

• 0:06 — Overview of all question types
• 0:20 — Contact information fields
• 0:28 — Short and long answer fields
• 0:36 — Rich content — formatting and Terms and Conditions
• 1:10 — Adding a digital signature to a rich content section
• 1:32 — Date, time, multiple choice, and single choice
• 1:49 — Yes/No questions and star ratings
• 2:04 — Photo upload and file upload for site surveys
• 2:14 — Signature field and PDF document embed
• 2:44 — Example use case — setup manual for new staff
• 2:59 — Building a new form from scratch — name, description, contact fields
• 3:18 — Making questions required, cloning, and changing field types
• 3:40 — Adding questions and reordering
• 3:58 — Save and Preview — how the form looks to the respondent
• 4:07 — Change Layout — columns, dragging questions, adding headers
• 4:48 — Keeping the public view open in another tab while editing

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⚡ Quick Answer

To create a form: Form Library → New Form → add name and description → choose contact fields → Create → add questions → configure layout → Save and Preview Time: 10–30 minutes depending on complexity Video: 🎥 How to Create and Build Digital Forms in GoodEvent Docs

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❌ If It's Not Working

Problem	Why It Happens	Solution
Rich content title is not showing on the public form	Description field was not updated	Go back into the rich content section and add or update the title/description field
Form is not displaying correctly on mobile	Multi-column layout is set	Go to Change Layout and switch to a single column for better mobile display
Required field is not blocking form submission	Required toggle was not switched on	Click the required toggle on the relevant question so it shows as active
PDF is not appearing in the form	PDF document question type not used, or PDF not uploaded	Use the PDF Document question type and upload the file directly to that field
Signature is not appearing at the bottom of Terms and Conditions	Signature button not clicked within the rich content section	Open the rich content section and click the digital signature button to add it

Need more help? Contact our support team and include:

• A screenshot of the form builder showing the question or section causing the issue
• A description of what you are trying to achieve and what is not working

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When You Need This

This helps when:

• You need to create a site survey for staff or customers to complete before an event
• You want customers to read and sign your Terms and Conditions digitally
• You need staff to follow a setup manual or health and safety guide on site
• You want to collect post-event feedback or star ratings from customers

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Questions this article answers

• How do I create a digital form in GoodEvent Docs?
• What question types are available in GoodEvent Docs?
• How do I add Terms and Conditions to a form?
• How do I collect a digital signature on a form?
• How do I add a photo upload question to a site survey?
• How do I embed a PDF into a form?
• How do I change the layout of a form?
• How do I make a question required?
• How do I make my form work better on mobile?

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Related Articles

• How to share digital forms with customers and staff
• How to add attachments to a quote or booking
• How to set up and collect Terms and Conditions signatures

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Problem Context

This article is relevant when a user:

• Wants to build a new form from scratch for any purpose — site surveys, feedback, staff documents, or customer agreements
• Is not sure which question type to use for a specific requirement

You'll know you need this article when:

• A user asks how to create a form or what question types are available
• A user wants to add Terms and Conditions, a signature, or a PDF to a form
• A user asks how to change the layout or column structure of a form

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🤖 AI AGENT REFERENCE — FOR INTERNAL USE

• Intent: User wants to create a new digital form or understand the available question types in GoodEvent Docs
• Keywords: GoodEvent Docs, form builder, digital form, question types, rich content, terms and conditions, digital signature, photo upload, PDF document, site survey, star rating, multiple choice, required field, column layout, form library, new form, change layout
• Confidence: Recommend this article when the user mentions "create a form", "form builder", "question types", "GoodEvent Docs", "digital signature on form", "photo upload form", "PDF in form", "site survey form", or "form layout"
• Escalate when: User has created a form and configured it correctly but the public-facing view is not updating to reflect changes even after refreshing the page