Publish a defined audience and version
Independently publish immutable English/French forms and surveys. Eligible signed-in members submit one final response under the published audience rules.
Forms & governed documents
Review member forms and governed documents.
Publish reviewed bilingual forms, route supported intake to a Case and use backend document-generation APIs for approved source-bound PDF batches.
UnionStack shown with fictional demonstration records.
Operational outcomes
What this changes for the team.
See how this part of UnionStack helps your team organize the work and follow through.
Review before creating a Case
Review, export and retain responses with separate permissions. An approved Case-intake binding can create one Case through an authorized staff decision.
Generate retained PDFs through APIs
Backend APIs support independently approved bilingual templates for rate instructions and employer-safe discrepancies, exact-source batches, separate finalization and authorized Communications handoff.
Ask conditional questions with protected answers
Use text, longer answers, Boolean and single-choice fields with published branching rules. Separate ordinary and sensitive reviewer access, distinguish unanswered from not applicable, and apply controlled exports, retention and legal holds.
Connected workflow
Follow the work through its record.
The exact configuration varies by tenant, but the accountable sequence remains visible.
Design and review
Define questions or supported document fields, audience and independent publication review.
Collect or prepare
Accept authorized member responses or prepare a source-bound document batch.
Decide and retain
Review routing or finalization, then apply current download and records permissions.
Put it to the test
A meaningful demonstration starts here.
The supported form experience is for authenticated members. Treat the form as a reviewed information request with a defined audience and retention plan, rather than an unrestricted public form builder. A submitted response is evidence for review, not permission to modify other records.
Questions to answer in the product
- Can the reviewer identify the published bilingual version and the scope of sensitive-response access?
- Does case intake require the exact approved form binding and an authorized staff decision?
Boundaries
What evaluators should keep in view.
- Document generation is a backend API capability for supported purposes; there is no standalone Documents workspace or general collaborative editor.
- Form responses do not automatically change membership or create arbitrary records. Case intake requires an approved binding and independent Case authority.
- Forms are for eligible signed-in members. Anonymous or employer forms, file attachments, respondent drafts and arbitrary scripts are outside this form workflow.
Next step
Evaluate Forms & governed documents with your own workflow.
Try a real workflow with the 30-day trial, or request a guided walkthrough with UnionStack.
Credit card required. Automatic billing after 30 days.