> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating and editing forms

> Build an intake form with AI or a template, then refine it by chatting with the form builder.

Create a form by describing what you need or picking a template, then refine it conversationally — there's no field-by-field builder to learn.

## Create a form

<Steps>
  <Step title="Open Intake forms">
    Click **Intake forms** in the sidebar under **Platform**.
  </Step>

  <Step title="Click New form" />

  <Step title="Describe the form or pick a template">
    Type what you want in the **Describe any form or include an example...** box and submit, or choose a template under **Or start with a template**.
  </Step>
</Steps>

### Start from a description

Describe the form in your own words — "a discovery questionnaire for new prospects covering goals, income, and risk tolerance" — and attach an existing form if you have one. The AI rebuilds attached PDFs, Word documents, and images (up to 5 files, 25 MB each) as a Slant intake form.

While the AI drafts your form, the form shows a **Building** status. Once the questions are ready, choose a layout and the form opens in the editor as a draft.

### Start from a template

Templates are ready-made forms you can use as-is or adapt:

* **Client Intake Form** — a full onboarding questionnaire covering household, finances, and goals
* **Prospect Discovery** — a pre-engagement questionnaire for prospective clients
* **Secure Document Collection** — a guided checklist that asks which documents a client has, then collects uploads for each
* **Annual Review Client Update** — a pre-meeting check-in that gathers family, financial, and goal updates before an annual review
* **Event RSVP** — a branded invitation page that collects RSVPs for client dinners, seminars, and appreciation events
* **Risk Tolerance Questionnaire** — the 13-item risk tolerance scale developed by Dr. John Grable and Dr. Ruth Lytton

Selecting a template opens the layout picker with a live preview of the finished form.

### Choose a layout

Every form uses one of four layouts. Pick one in the **Choose your layout** screen and preview it on desktop and mobile before clicking **Continue**:

* **Signature** — bold sidebar with multi-page form
* **Contemporary** — calm, minimalistic multi-page form
* **Traditional** — one scrolling multi-section form
* **Conversational** — one question at a time flow

Every layout presents the same questions — only the presentation changes, so you can switch layouts later without redoing the form.

## Edit a form

Open a form and click **Edit form**. The editor shows a chat panel on the left and a live preview on the right, with **Desktop** and **Mobile** preview toggles.

Make changes by telling the form builder what you want — structurally or visually:

* "Add a section for insurance policies with carrier, type, and coverage amount"
* "Make the phone number required"
* "Split the household section into two pages"
* "Match our brand colors"

You can also attach a file to the chat, for example to add questions from an existing document. Each change appears in the preview immediately.

To rename a form, click its name at the top of the editor and type the new name.

<Note>
  Edits apply to your working draft only. Recipients keep seeing the last published version until you [publish the changes](/platform/intake-forms/publishing-and-sharing).
</Note>

## Archive a form

Archive a form you no longer use from the **Forms** tab: click the **⋮** menu on its row and select **Archive form**, then confirm with **Archive form**.

<Warning>
  Archiving stops new invitations and the public link stops accepting responses. Existing invitations and submissions are kept.
</Warning>

## FAQ

<AccordionGroup>
  <Accordion title="Can I add fields manually instead of using the chat?">
    No. All editing happens through the form builder chat. Describe the field you want — including whether it's required and any answer options — and the builder adds it.
  </Accordion>

  <Accordion title="Can I change the layout after creating the form?">
    Yes. Ask the form builder in the editor chat to switch the layout. Your questions carry over unchanged.
  </Accordion>

  <Accordion title="How do answers know which Slant fields to update?">
    Slant maps form questions to household and person fields automatically as the form is built. When a submission comes in, you see exactly which fields each answer will update before applying anything.
  </Accordion>

  <Accordion title="Can I duplicate an existing form?">
    Not currently. Create a new form and describe what you want to reuse, or start from the same template.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Publishing and sharing" icon="upload" href="/platform/intake-forms/publishing-and-sharing">
    Publish your form so it can be sent.
  </Card>

  <Card title="Sending invitations" icon="mail" href="/platform/intake-forms/sending-invitations">
    Invite a client or prospect to fill it out.
  </Card>
</CardGroup>