How To Create, Format, and Share a Custom Form

This guide shows how to build, customize, secure, and distribute a branded form so you can collect data or files reliably. It explains domain embedding rules, drag-and-drop field setup, text styling and section controls, and saving/duplicating sections for faster form design. It also covers sharing options (standalone link or embed code) and testing to confirm the form works for users.

16 steps

How to Navigate to Forms

From the navigation menu, select **Forms**.

Forms Overview

How to Create a New Form

Select **New Form.**

Enter the **Form Name** and **Description/Instructions** > Choose your **form options**: select **Secure Form** and/or **Allow file attachments** based on your needs and preferences.

If you want to host the form on a domain other than RAAMP.com, enter the **allowed domains**, separating each domain by a comma. **NOTE:** If you specify a subdomain, the form will only work on that particular subdomain. Do **not** include the protocol (e.g., https://). This is only needed for embedding the form on another site using the iFrame functionality. *If this note sounds like alien gibberish, leave this field blank*.

How to Format the Form

To create the form, drag and drop the **preferred fields** from the menu.

Use **Rich Header** as needed to label sections, pages, or provide instructions.

Use the text edit ribbon to edit text. Select the **Font Name** dropdown menu to change the font. Select the **arrow menu to the right** to view more editing options like font size, font color, fill color, and text style.

Complete the **fields**. **Label** changes the title.\ **Help Text** adds an info circle.\ **Placeholder** adds a placeholder in the field.

Select the **Save icon** to save the section. To remove the section, select the **trash can icon**.\ To copy the section, select the **duplicate icon**.\ To minimize the section, select **close**.

After adding all the preferred form sections, select **Save**.

**Sample Form**

How to Share the Form

Before sharing, select the preferred **Form Options**. Copy the **Standalone Link** to share via email. Copy the **html to embed form** code to embed the form on a website.

How to View a Test Form

To review a **test form**, select the **test form** tab.

Enter your **phone number** or **email** for an access code to be sent > Select **Access**.

Enter the **access code** > Select **Access**.

Verify the **form** loads correctly for the user.