Step 1 — Find the template
Open the area → Forms in the sidebar.
You land on the Templates tab. Templates list with thumbnail + name.
Find the right template. Realm-wide templates have a small Shared Form pill.
Step 2 — Click "Complete form"
Each Templates row has a primary Complete form pill button on the right. Click it to start a fresh submission.
Heads up — The form name (dashed underline, primary text) goes to a management page, not the completion flow. Use the Complete form button on the right.
If a queue item exists for you (someone's assigned this template to you with a deadline), the row also shows an amber Due in [time] or red Overdue pill. Click the pill to start a submission tied to the queue item — that way your completion ticks off the queue too. See Queue pips.
Step 3 — Answer the questions
The form page opens. Top to bottom:
Breadcrumb — Home › areas › [area] › Forms › [form name] › New Entry. There's no progress bar.
Form title and description — the heading reads the template's name.
Questions — each one shows the question text + a rose
*if required, then the input.
Question types you'll see
Short / long answer — text input / textarea.
Date / time — datepicker / 24h time field.
Single choice / multi-choice — radio buttons / tick-boxes.
Yes / No — a switch. Note: every yes/no also has an "Additional information for [question name]" textarea below it. See Yes/No comments.
Range slider / mood — drag the slider.
Body map — click the body diagram to mark sites of pain, marks, etc.
Signature — finger / mouse / stylus on the signature pad.
Upload — drag-zone for images / documents.
Formatted text — rich-text editor for paragraph answers.
Section heading / Section text / Picture — display only, no input.
Step 4 — Submit
Scroll to the bottom. Hit Submit.
A confirmation dialog opens: "Are you ready to submit this form? Please review your answers. You will not be able to edit your answers after submitting."
Click Yes, submit.
You land on the read-only entry page.
Auto-save
As you type, every answer is silently saved to your browser's local storage. There's no "saved" indicator — but if you close the tab and re-open the same form on the same device, your answers come back.
Heads up — Auto-save is local to your device only — it doesn't sync. If you start a form on your phone and continue on a laptop, your progress doesn't follow. Finish a form on the device you started it on, or expect to start over.
What if you forget a required field
Clicking Submit while required fields are empty:
A rose banner at the top reads "Please fill in all required fields before submitting."
Each missing field gets a rose border + per-field error ("This field is required." / "Please select an option." / etc).
Scroll up to find them.
Cancelling
The outline Cancel button next to Submit takes you back. If you have unsaved changes, a dialog asks Stay / Leave.
Tip — Once submitted, you cannot edit your answers. Read the form through before you submit. If you genuinely need a change after submission, ask a moderator — they can comment or, if necessary, remove the submission and ask you to re-do it.