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Forms help you collect information, approvals, and signatures using a simple, shareable link—similar to tools like Google Forms, but with built-in e-signature support. You can design forms once and reuse them anytime to collect responses from multiple respondents.

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How Forms Work

Forms follow a simple two-step flow:
  1. Create the Form – Upload or design the form and add fields
  2. Setup & Publish – Configure preferences and share the form link

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Step 1: Create the Form

Start by creating a new form using any of the following options:
  • Upload files (PDF, Word, JPG, PNG)
  • Scan with phone
  • Choose from My Templates
  • Pick from the Template Gallery
  • Create New from scratch
  • Create with AI for faster setup
You can combine up to 10 files into a single form.
Forms are designed for repeated use. Each respondent fills the same form using a shared link.

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Add Fields

Use the editor to add fields that respondents will fill out.

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Fillable Fields

  • Name
  • Email
  • Company
  • Text
  • Date
  • Dropdown
  • Checkbox
  • Radio button
  • Upload
  • Signature
  • Initial
  • Date signed
  • Stamp
Fields can be resized, reordered, and marked as required.

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Content Blocks

Enhance your form using content blocks:
  • Text
  • Image
  • Video
  • Table
These are useful for instructions, context, or section headers.

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Step 2: Setup & Review

Before publishing, configure how your form behaves and what happens after submission.

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Preferences

You can control:
  • Respondent email quality checks
  • Limit to one response per respondent
  • Maximum responses
  • Expiry date for the form
  • Sync responses to Google Sheets
  • Email notifications when the form is completed
  • Redirect URL after submission
  • Respondent instructions shown before filling the form
Use expiry dates and response limits for time-bound or controlled data collection.

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Publish & Share

Once ready, publish the form to generate a shareable link. You can:
  • Copy the form link
  • Preview the form as a respondent
  • Disable or re-enable the form anytime
No login is required for respondents.

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Manage Responses

After publishing, track form activity from a single dashboard. You can view:
  • Respondents
  • Responses
  • Completion rate
  • Average completion time
  • Analytics
Forms can be edited, duplicated, moved to folders, or deleted.
Editing a live form may affect incoming responses.

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Use Cases

Forms are ideal for:
  • Surveys and questionnaires
  • Consent and approval collection
  • Intake forms
  • Signature-enabled submissions
  • Repeated data collection workflows

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FAQs

Yes. Forms are reusable and designed to collect multiple responses using the same link.
No. Anyone with the form link can submit a response.
Yes. You can restrict forms to one response per user or set a maximum number of responses.
Yes. Forms support signature and initial fields.
Once expired, the form can no longer accept new responses.