Every form an association needs already exists.
It's a photocopy of a photocopy, and somebody laminated the original in 2009.
Rebuilding it is the expensive part.
Somewhere right now, somebody is recreating one in a form builder, field by field, squinting at a crease.
That's the job we wanted to delete.The Forms builder works like the letter studio: drag blocks, type a slash to insert one, undo when you regret it.
Thirty-plus field types, grouped as Basic, Selection, Date & Time, Advanced, Layout and Custom.
Most are what you'd expect. Text, number, dropdown, date range.
A few aren't:
→ Signature — a real pad you sign with a finger
→ File upload — for the insurance certificate they will absolutely forget to attach
→ Address, with autocomplete
And three that reach into the platform's own records: Unit Picker, Owner Lookup, Association Select. A dropdown that already knows every unit in the portfolio, so nobody spells the same street three different ways.
Around all of it: conditional logic — this question only appears if you answered yes to that one — plus validation, and actual layout. Columns, sections, tabs, accordions.
A two-column form isn't decoration. It's eleven scroll-lengths or one screen.Then binding.
Fields pre-fill from the property. Owner name, unit address, account number — and the live financial ones: balance, open violations, pending fines. Resolved per property, the moment the form loads.
And if the property isn't yours, every one of them comes back empty. Deliberately.
But here's the part that saves the week.
Upload the paper form. Or just describe it out loud.
It rebuilds the whole thing — and "whole" is the load-bearing word. Not only the input boxes. The section headers. The instructions above them. The disclaimer at the bottom that legal spent a month on. The dividers.
The form already exists. It's just on paper.
Next: what happens when a document has to go out and collect something from somebody who doesn't work for you.