πŸ”’ PROTOTYPE DEMO Β· Form builder β€” drag an element onto the page (or tap β€œAdd element” on a phone), drag a field to reorder, tap any field to edit it.
Application forms Β· Editing
Client Onboarding 2026
Client Β· Standard client 5 pages Β· 4 fields on this page Β· 8 of 22 fields required
Used by 7 forms Saved Preview
Text 5
Short text
Long text / textarea
Email
Phone
URL
Numbers & dates 4
Number
Currency
Percentage
Date
Choice 5
Dropdown
Radio group
Checkboxes
Yes / No
Country
Files & structure 5
File upload
Photo / camera
Section heading
Instruction text
Repeating group
19 options, 7 primitives

Email, phone, currency and country are the same primitives carrying a format rule. Staff see all nineteen; the builder implements seven.

1 Β· Company 2 Β· Directors 3 Β· Documents 4 Β· Source of funds 5 Β· Review Add page
Page name β€” EN / δΈ­ζ–‡
Line of explanation the client sees
Drag to reorder
Drop a field on a page tab to move it there
Delete this page
Drop an element here

Bound fields write straight to the client record. Unbound fields β€” a consent tick, "how did you hear about us" β€” are kept on the submission and shown to staff, but never touch the record. Every form issued from this template is a copy taken at the time, so editing here reaches only the forms you make from now on.

Add an element then it lands on this page
— now tap where it should go, or a page tab
JY Assistant
Client Onboarding 2026 Β· template
How can I help with this form?
Tell me to change the template — pages, fields, settings. Nothing is live until you publish, and I never rewrite your question wording.
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