Forms and Form Builder

This guide provides a step-by-step walkthrough on how to use the Forms and Form Builder feature. It covers topics such as navigating the forms section, viewing and editing form submissions, adding and deleting forms, adding manual entries, viewing and editing form entries, printing forms, using the form builder to customize forms, and obtaining the form URL. It is a comprehensive resource for anyone looking to create and manage custom forms efficiently.

MsgBubble
20 steps
2 minutes

Msgbubble

**Navigation** All of your custom forms are shown under the "Forms" sub category of the main navigation.

**View Form Submissions** To view customer form submissions, click on the form name from the form navigation. In this example you'll view Contact us form results when this form is added to your website or users navigate to your specific form URL (see integration guide).

**Adding Forms** To add a custom form, click on "Add Form". Note that only Admin level users may add forms.

**Adding Forms (continued)** Fill in the name and description of your form to start the form process. Later you'll be able to custom the fields of your form.

**Editing/Deleting Forms** To edit form names or to remove forms you no longer want, click on the gear icon next to the forms subtitle in the main navigation.

**Editing/Deleting Forms (Continued)** This will allow you to change the name of the form or clicking the trash can icon will allow you to remove the form.

**Adding Form Entries** The preferred method of course is to have users navigate to your form url (see integration guide) but if you need to add manual entries, click "Add entry"

**Viewing/Editing Form Entries** To view or edit a form entry, click on the customer name. This will open a window where you can edit form results. Note, if the form contains a customer signature, it will not allow you to edit those entries to maintain the integrity of the customers signature.

**Viewing Form Results** You can also view the actual completed form by click on "view"

**Printing Forms** To print a completed form click on "Print Form." This is commonly used on forms/digital documents that have customer signatures.

**Form Builder** To change the actual form your customer sees, click on "Edit Form" shown here. This will open the form builder page for this specific form.

**Form Preview** The main section shows what your form will look like to your customers. Each **field can be dragged and drop** into a desired position.

**Form Fields** The right section is a list of available form fields you can add to your form. Simply **drag the field from the right section to the main section** to add it. This can be for simple text fields, checkboxes, to upload files or **even allow customers to digitally sign forms/documents.**

**Editing Form Labels** Labels are what tell a customer what information you want from them. To edit, simply click on the name and type in the desired label.

**Editing Field Width** Some form inputs you may want to be longer or shorter than others. To change the length select the T icon and select the desired size from 1 (smallest) to 12 (largest).

**Editing Fields** To edit fields, click on the gear icon to pull up a list of all field options.

**Editing Fields (continued)** Make the desired changes. If the field is required, check this box. This will require customers to complete this field before submitting a form to you.

**Editing Fields (continued)** Click save to finish.

**Deleting a Field** To delete a field, click the blue left X arrow. This will open a confirmation prompt allowing you to delete the field.

**Getting the Form URL** Once you created your form, you can view or even submit a form by navigating to the copied form url by clicking this button. See web integration for more information.

Forms and Form Builder

MsgBubble
20 steps
2 minutes