Forms

Collect the Info You Need — Without the Paper Trail

No more chasing paper, deciphering handwriting, or losing forms in your inbox.


With Union365, you can build, share, and track digital forms for anything your union needs — from member surveys and event sign-ups to incident reports and expense claims. It’s fast, organized, and built right into your platform.

Why It’s Worth It

Create Custom Forms in Minutes

With Union365, you can build, share, and track digital forms for anything your union needs — from member surveys and event sign-ups to incident reports and expense claims. It’s fast, organized, and built right into your platform.

Use Forms for Anything You Can Imagine

Surveys, nominations, steward reports, mileage claims, request forms — if you’ve ever needed to collect info, you can build a form for it.

Automatic Routing and Notifications

Set up custom rules so submitted forms go straight to the appropriate person, committee, or folder — with instant email alerts if needed.

Track Submissions and Respond Faster

View, sort, and export responses directly in Union365 — making it easy to follow up, approve requests, or take next steps quickly.

Keep Member Info Secure

All form data is stored in secure, encrypted Canadian servers — with role-based access so only authorized people can see responses.

Seamlessly Integrated with Your Member Portal

Post forms directly in the private member portal, where members can fill them out anytime — even on their phone.

Why it’s a game-changer

Still collecting info with paper forms or Word docs?

Union365 digitizes the whole process — saving time, reducing errors, and keeping everything organized.

Losing track of who submitted what — and when?

With real-time submission tracking, you’ll never miss a form again. All data is searchable and exportable.

Need to make a form for something new, fast?

Build it yourself in minutes — no need to wait on outside support or web developers.

Tired of back-and-forth emails just to get simple info?

Put the form in the portal, get the info once, and respond with confidence.

You’ll stop chasing paperwork — and start collecting clean, organized data that actually helps you lead

See what else Union365 can do