Forms > Check which document type to use

You will need to decide on the best option depending on the customer journey, insight and design principles.

When to use a detailed guide

You will normally use a detailed guide when:

  • the form is an alternative way to complete a task (and the main way to complete the task is covered in a detailed guide)
  • when we want the user to read guidance about the task before they complete the form
  • the form is the way a user completes the task covered in the detailed guide

When to use a publication

You will normally use a publication when:

  • the form could be used and linked to from multiple pieces of guidance
  • the form may be used multiple times by the same user and that the priority is getting access to the form, rather than any guidance that may sit around it

Do not use a publication if you need the users to read any information on the page before they access the form.