Differences between Smart Forms and CO Forms

There are some differences between the smart form created in the frontend and the form createad in the backend. Most important ones are listed below:

Smart Form (frontend) vs CO Form (backend)

Smart Form (built/edited in frontend – Smart Builder)

• Who builds: Client in Smart Builder.
• Signing order: Client can set/adjust directly.
• When you edit
  
  • signing order -  You must replace the form in each affected checklist
  • fields and typos - You must delete and re-assign any already-assigned tasks so changes take effect.

• Complex tasks: Not supported when there are multiple assignees.
• Permissions/access: If other security roles need access, CS team or AM must adjust in backend.
• Important note: If a CO form is later edited in the frontend, it becomes a Smart Form (and inherits these limitations).
  
  

CO Form (built in backend)

• Who builds: CS team or AM in backend.
• Signing order: Can be enforced via backend permissions/requirements.
• When you edit in backend:
  
  • Changes auto-apply to all checklists using the form.

• • Changes auto-apply to already assigned form tasks (no reassign needed).
• Complex tasks: Supported (works with multiple assignees).
• Permissions/access: Fully configurable in backend (including role access and required sequence).
  
  

Quick decision guide

• Client wants to self-edit/build and control signing order in UI? → Use Smart Form (know the reassign overhead).
• Need reliability across many checklists/assignees and auto-propagation of changes? → Use CO Form.
• Need multiple assignees or complex task flows? → CO Form.
• Want tight permissioning and enforced sequence without manual reassignment? → CO Form.