A new section is created anywhere within the nTreePoint section hierarchy and ownership is given to the user who will be creating and managing the form and its data. The section is created either by an nTreePoint administrator or by an existing section owner who is creating the new section under a section that she currently owns.

The section owner can make the section public, private, or use the setting of its parent section. If a section is private, the section owner can define individual users or groups of users who may access the section, as well as users who can manage forms, manage data, access data, etc.

If the section should match the identity of an existing site or part of the intranet, the section owner can change the colors and logo. These changes will be applied to the current section and any subsections that are created while leaving the color and logo settings for all parent sections unchanged.

A new form is created within the section and the desired settings applied. The form can be set up to allow it to be filled out by other users but not allow them to see the data, to allow them to see the data but not fill it out, or various other combinations of form/data access. There are many other settings that can be applied at this point, but they are covered in more detail on the feature list.

Now that the form has been created, we need to add our questions. You can add multiple questions on multiple pages. At this point, you will also define which questions are required, what the default values will be, which rules will be used to jump users to different pages based on their responses to questions, etc.

The form is now made available to those users who need to fill it out. If the section is public, all users will be able to fill out the form. If the section is private, only those users and groups to whom access was given will be able to see the section and the form. Those users can now fill out the form. Depending on the email settings, the section owner, tool managers, or any other users whose email addresses have been provided will receive an email notice when the form has been filled out by a user.

Once there is data in the form, it can be managed in multiple ways. A listing view can be used to see multiple responses at once, and filters and ordering can be applied. The details of a single response can also be viewed, as well as a summary of all responses using bars and percentages (which are especially useful for surveys). You can update and delete responses from within the application, or you can export all form data to run more details analysis or create charts and graphs.

After the form is in use, you can modify it at any time without starting over. You can add new questions, delete existing questions, order questions, create rules, create new pages, change the form settings, etc. Your form can change as your needs change.