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Form Structure

Prelix Forms are designed with a logical, user-friendly structure that guides you through the data collection process efficiently.

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Form Components

Organized content areas:
  • Header Section: Form title, description, and instructions
  • Content Sections: Grouped related questions and fields
  • Summary Section: Review and submission area
  • Progress Indicators: Visual progress tracking

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Completing Forms Effectively

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Preparation Tips

Before starting a form, prepare for the best experience:
1

Gather Information

Collect all relevant documents, data, and information you’ll need for the form.
2

Review Requirements

Check the form preview to understand what information is required and optional.
3

Prepare Files

If file uploads are needed, organize your documents in easily accessible locations.
4

Set Aside Time

Allocate sufficient time based on the estimated completion time shown in the template.

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Field-by-Field Guidance

Best practices for text input:
  • Be specific and detailed in your responses
  • Use clear, professional language
  • Include relevant context and background information
  • Avoid jargon unless it’s industry-standard terminology
  • Proofread your entries before moving on
Selecting options effectively:
  • Read all available options before selecting
  • Choose the most accurate option, not just the closest
  • Use “Other” fields to provide additional context when available
  • Consider the impact of your selection on the final report
Accurate temporal data:
  • Use the date picker for consistency
  • Include time zones when relevant
  • Be specific about deadlines and milestones
  • Consider business days vs. calendar days
Optimizing file attachments:
  • Upload high-quality, relevant files
  • Use descriptive file names
  • Ensure files are in supported formats
  • Include multiple perspectives when beneficial

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Form Navigation Features

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Tabbed Interface

Prelix Forms use a tabbed interface to organize content logically:

Section Tabs

Navigate between different form sections using the tab interface at the top.

Progress Indicators

Visual indicators show your completion progress for each section.

Validation Alerts

Real-time validation helps you correct errors before submission.

Auto-Save

Your progress is automatically saved as you work through the form.

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Advanced Features

Quick overview panel:
  • See all your responses at a glance
  • Jump to specific questions quickly
  • Review completion status
  • Identify missing required fields

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Optimizing for AI Report Generation

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Providing Quality Input

The quality of your form responses directly impacts the AI-generated report quality:
Detailed responses lead to better reports:
  • Provide specific examples and data points
  • Include relevant metrics and measurements
  • Explain context and background information
  • Use concrete language rather than vague terms
Organize your thoughts:
  • Answer questions in the order presented
  • Build upon previous responses
  • Maintain consistency throughout the form
  • Connect related information across sections
Enhance with relevant files:
  • Upload charts, graphs, and visual data
  • Include relevant reports and documentation
  • Provide source materials and references
  • Add images that support your narrative
Quality assurance:
  • Review all responses for accuracy
  • Check for completeness and consistency
  • Verify uploaded files are correct
  • Ensure all required fields are completed

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Common Form Types

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Business Reports

Key information to include:
  • Revenue and expense data
  • Budget comparisons
  • Financial ratios and metrics
  • Trend analysis over time
  • Supporting financial documents

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Analysis Forms

Market Research

Include market data, competitor analysis, customer insights, and trend information.

Risk Assessment

Provide risk factors, probability assessments, impact analysis, and mitigation strategies.

Customer Feedback

Include survey responses, feedback themes, satisfaction scores, and improvement suggestions.

Compliance Review

Document compliance status, regulatory requirements, audit findings, and corrective actions.

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Troubleshooting

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Common Issues

Possible solutions:
  • Check for required fields that aren’t completed
  • Verify file uploads are within size limits
  • Ensure all validation errors are resolved
  • Try refreshing the page and resubmitting
File upload troubleshooting:
  • Check file format is supported (PDF, DOC, JPG, PNG)
  • Ensure file size is under the limit (usually 10MB)
  • Try uploading files one at a time
  • Clear browser cache and try again
If auto-save isn’t working:
  • Check your internet connection
  • Manually save using Ctrl+S (Cmd+S on Mac)
  • Copy important text to a backup location
  • Contact support if the issue persists

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Next Steps

Learn About File Upload

Discover how to effectively upload and process files to enhance your reports.
Pro Tip: Take your time filling out forms. The more detailed and accurate your input, the better your AI-generated report will be. Quality input leads to quality output!