Forms
You can create a Form linked to a Contact or Company and keep a history of all forms created.
To create a Form linked to a Contact/Company, open the View screen and tap or click on + then select Form.
Note that available form templates can be restricted to those with a Linked Record of type Contact or Company. See
Link Form to a Contact
The list of linked Forms appear in the Activity tab of the Contact/Company View screen on the mobile, and in the Forms box of the Contact/Company View screen on the web.
N.B.: the forms linked to Contacts/Companies are managed from the Forms app.
See
Forms app Guide
