This article explains how to navigate the GoodEvent Docs system. It covers the three main tabs — Event Docs, Library, and Submissions — and how to use each one.
Steps
Account Settings
- Click Quick Actions in the top right corner — then select Account Settings
-
Update your details here — including:
- Logo — upload a PNG or JPEG file
- Contact information
- Yard address
- Social media links
Tab 1: Event Docs — Public Template Library
- Click the Event Docs tab — this is a public library of pre-built form templates
- Browse the templates — these include forms built by manufacturers, trade associations, and the GoodEvent team. You can use them as a starting point rather than building from scratch.
- Click Clone on any template you want to use — this creates a copy of the form in your own library with all the fields and questions already built
- Click Edit in the top right corner — to customise the cloned form for your business
Tab 2: Library — Your Own Forms
- Click the Library tab — this shows all forms you have either cloned and customised or built from scratch
- Click New Template — to build a brand new form
- Give the form a name and description
- Add contact information fields — choose which fields are mandatory, for example first name and email
- Click Create — you can then choose from 16 different question types to build out the form, including multiple choice, yes and no, file upload, and more
- Change the layout — adjust the column structure and section order to suit how the form will be used. See the How to Create and Build Digital Forms article for full details on question types and layout options.
Tab 3: Submissions — View Completed and In-Progress Forms
- Click the Submissions tab — this shows every form response submitted by a customer, staff member, or vendor
- Check progress — see whether a form has been fully completed or only partially filled in
- View answers — click into any submission to see the respondent's answers and contact information
- Change the view — switch between Card view and Table view. Table view consolidates all submissions into one long list which is easier to scan across multiple responses.
- Share a submission — share the form response directly from this tab
- Edit fields — make changes to a submission if needed
- Archive submissions — archive completed or old submissions to keep the list clean
- Search and filter — search by customer name, template name, or submission status to find exactly what you are looking for
🎥 Video Guide
How to Navigate GoodEvent Docs https://www.youtube.com/watch?v=z3ymi3KD-rc
Video timeline:
- 0:00 — Account Settings — logo, contact info, yard address, social links
- 0:23 — Event Docs tab — public template library overview
- 0:43 — How to clone and customise a template
- 0:59 — Library tab — your own forms
- 1:13 — Creating a new form — name, description, contact fields
- 1:29 — The 16 question types available
- 1:44 — Submissions tab — viewing completed and in-progress responses
- 2:00 — Switching between Card and Table view
- 2:07 — Sharing, editing, and archiving submissions
- 2:14 — Searching by customer name, template, and status
⚡ Quick Answer
To use a pre-built template: Event Docs tab → find template → Clone → Edit to customise To build your own form: Library tab → New Template → name and description → add contact fields → Create → add question types → adjust layout To view responses: Submissions tab → search by name, template, or status → view answers or switch to Table view Time: 2–5 minutes to clone and customise a template — 10–30 minutes to build from scratch Video: 🎥 How to Navigate GoodEvent Docs
❌ If It's Not Working
| Problem | Why It Happens | Solution |
|---|---|---|
| Cannot find a cloned form | Cloned forms go into your Library tab, not Event Docs | Click the Library tab to find all forms you have cloned or created |
| Submission is not appearing in the Submissions tab | Form may not have been submitted yet — partially completed forms do appear but may show as in progress | Check the status column — look for in-progress responses as well as completed ones |
| Logo not uploading correctly | Wrong file type used | Upload a PNG or JPEG file only |
| Cannot edit a form from the Event Docs tab | You need to clone it first before editing | Click Clone to copy it to your Library, then click Edit |
Need more help? Contact our support team and include:
- Which tab you are in and what you are trying to do
- A screenshot of what you are seeing
- A description of what is not working as expected
When You Need This
This helps when:
- You are new to GoodEvent Docs and need to understand how it is structured
- You want to use a pre-built template without starting from scratch
- You need to find and review form submissions from customers or staff
Questions this article answers
- How do I navigate GoodEvent Docs?
- What are the three tabs in GoodEvent Docs?
- How do I use a pre-built form template?
- How do I find my own forms?
- How do I view form submissions?
- How do I search for a specific submission?
- How do I update my logo in GoodEvent Docs?
- What is the difference between Event Docs and the Library?
Related Articles
- How to create and build digital forms in GoodEvent Docs
- How to share digital forms with customers and staff
- How to set up and collect Terms and Conditions signatures
Problem Context
This article is relevant when a user:
- Is getting started with GoodEvent Docs and needs an overview of how to navigate it
- Cannot find a form they have cloned or created
- Needs to find and review responses submitted through a form
You'll know you need this article when:
- A user asks how GoodEvent Docs works or where to find something in it
- A user cannot find their cloned template or their form submissions
- A user asks what the difference is between the Event Docs tab and the Library
🤖 AI AGENT REFERENCE — FOR INTERNAL USE
- Intent: User wants to understand how to navigate GoodEvent Docs and use its three main tabs
- Keywords: GoodEvent Docs, Event Docs tab, Library tab, Submissions tab, clone template, new template, quick actions, account settings, card view, table view, submission status, search submissions, pre-built templates, form library
- Confidence: Recommend this article when the user mentions "GoodEvent Docs", "Event Docs tab", "form library", "where are my forms", "submissions tab", "clone a template", "view form responses", or "navigate GoodEvent Docs"
- Escalate when: A cloned template is not appearing in the Library tab after cloning, or submissions are not appearing in the Submissions tab despite the form having been completed and submitted
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