Create and manage forms

Build the intake form for new vendor requests with the fields Procurement Lead, Vendor Name, Tax ID, Risk Level (low/medium/high), Requested By, and Submission Date. Make Vendor Name and Tax ID required, add dropdowns where noted, and enable responses to be collected into a table that procurement can export as CSV. Share the form with the procurement team with edit rights.

Before I publish the vendor intake form, reduce back-and-forth with requesters. Surface the three missing-items that delay approval: complete tax ID, vendor classification, and at least one contract contact. Add inline help text and make those fields required, and highlight any entries missing documents so procurement sees them on the form response row.

I rolled out the new vendor request form and several users report their uploaded certificates disappear after submission. I am Dan in Procurement and worried we will miss missing documents during review. I cannot tell whether this is a permissions issue on the storage location or a form field configuration problem. What is most likely wrong and what steps should I take now to capture those files reliably?

Each week procurement spends an hour cleaning form responses: renaming attachments, filling missing fields, and exporting to CSV. I own the process and want fewer manual steps. Where do we lose time most — in required fields, storage, or naming conventions — and what one rule change should we enforce to make responses review-ready on arrival?