Guides / Put your forms in a portal

Put your forms in a portal

One page for all your forms, organised in sections — with a search box and “My requests” so people can follow their approvals.

Steps

  1. Go to Portals → New portal, pick one of the 20 looks, name it and choose its forms.
  2. Add sections (for example IT, HR, Finance) and the forms, links, FAQs and contacts for each.
  3. Publish it and share the link. Signed-in visitors see My requests with the step each request is at.
  4. Business and Enterprise: add the portal to Microsoft Teams, or create the Company portal with every workspace as a department.

Details: Portals, Portals in Microsoft Teams.

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