# How to Create and Manage Onboarding Forms in Axumind | Clientlex Learn how to build Axumind onboarding forms, collect client brand information and assets, assign forms to clients or services, and update submitted information. When working with a client, your agency often needs information that remains relevant across multiple projects. This could include company details, brand guidelines, logos, website information, design preferences, and other business information. Axumind lets you create **Onboarding Forms** to collect this information and associate it with a client organization. Unlike project-specific intake forms, onboarding forms are designed for information that can be reused across future work. Clients complete the form once and can update their information when something changes. ## Creating an Onboarding Form - Navigate to **Forms → Onboarding Forms**. - Create a new onboarding form. - Give the form a descriptive name. - Use the visual Form Builder to add the fields you need. - Arrange the fields in the desired order. - Configure required fields and other applicable settings. - Save and review the form. You can create different onboarding forms for different types of clients or services. For example, a branding agency might create a form for company information, brand identity, logos, colors, and visual guidelines. ## Adding Fields to Your Onboarding Form Use the Form Builder to collect the information relevant to your client onboarding process. You can combine different field types depending on what you need from the client. For example: **Business Information** Collect company names, business descriptions, contact information, and other details about the organization. **Brand Information** Ask clients about their brand identity, preferred colors, design direction, and visual preferences. **Brand Assets and Documents** Allow clients to submit logos, brand guidelines, style guides, and other supporting files. **Website and Reference Links** Collect website addresses, design references, competitor websites, and other useful resources. **Additional Requirements** Include questions about business objectives, preferred communication, or other information your agency regularly needs. Keep your questions focused on information that will remain useful throughout the client relationship. ## Sharing an Onboarding Form with a Client Once your onboarding form is ready, you can make it available to clients. You can share the form link with an existing signed-in client or assign the form directly to a client from their profile. To assign a form through the client profile: - Open the relevant client profile. - Select the **Actions** menu. - Choose the option to add an onboarding form. - Select the form you want to assign. The client can then access the assigned form through their client workspace. ## Assigning Onboarding Forms to Services You can also associate an onboarding form with a service. This is useful when a particular type of engagement requires specific business information before work begins. When an onboarding form is associated with a service, Axumind checks whether the client has already completed the required form. If the client has not submitted it, they are prompted to provide the information. This helps prevent clients from having to repeatedly provide the same business and brand details for different projects. ## Viewing Submitted Onboarding Information After a client completes an onboarding form, the submitted information is available through their client account. Your agency team can refer to the information when preparing projects and working on client orders. Clients can also access their submitted onboarding information through their dashboard. This gives both the client and your team a place to refer back to the details collected during onboarding. ## Updating Onboarding Information Business information and brand assets can change over time. Clients can revisit their onboarding forms and update their submitted information when necessary. Your agency can also make changes directly from the client profile. To edit a submission: - Open the relevant client profile. - Find the submitted onboarding form. - Open its **Actions** menu. - Choose the appropriate management option. Depending on the action you need to perform, you can: - Edit individual field responses. - Add fields to the submitted information. - Export the submitted data. - Delete the submission. Changes made by your agency take effect without requiring the client to complete the entire form again. ## Onboarding Forms vs Intake Forms Both form types help your agency collect information, but they serve different purposes. **Onboarding Forms** Collect information that remains relevant across a client relationship, such as company details, logos, brand guidelines, and business information. The information is associated with the client and can be reused across future work. **Intake Forms** Collect information specific to an individual project or order, such as campaign requirements, target keywords, project briefs, and deliverable instructions. Use onboarding forms for reusable client information and intake forms for details that change from one project to another. ## Building a Reusable Client Onboarding Process A good onboarding form should collect the information your agency regularly needs without asking clients to repeat themselves. Start with the essential business and brand details, then add service-specific information through the relevant intake forms. Review submitted information periodically and encourage clients to update it when their business details or brand assets change.