Refer to the short step-by-step instructions below to start creating and designing:
Welcome forms
Attachment forms
Authentication forms
Payment forms
Web form creation
To proceed with the workflow creation, select Start > Design automation (to create a workflow) or Send documents (to send one time-workflow.) The aforementioned options are also available in the Getting started section.
2 . Click the + Add documents button.
3. Select the form you want to create.
Designing a Form
Customize your form to make a strong first impression. Add an eye-catching logo, header, or background to brand your form and make them more recognizable.
Once you’ve added a form to your workflow, you can start customizing its design.
Use the Undo or Redo button to cancel or revert your changes.
View how your form will appear to customers by clicking the Preview button. In the Preview mode, you can check your form’s appearance on the Desktop, Tablet, and Mobile versions. To return to form editing, click on the Hide Previewbutton.
To add a logo, header, or background to your form, go to the Design tab.
Form width
Set the width of the form that will be displayed to users: Default, Wide, or Custom.
Default: a balanced layout suitable for most use cases.
Wide: makes the form wider than the default width. It can be useful if you have a lot of form fields or content that you want to display in a more expansive layout.
Custom: allows you to set a specific width for the form that suits your requirements.
Heading font
Select a font style or adjust the color of the titles in your form. The selected title color will apply to all titles in the form.
Logo
Customize the logo settings to personalize the appearance of your forms.
Select the Choose image option to upload your logo image:
Once uploaded, you can set the:
logo image scale (will be defined automatically after uploading an image and can be changed according to your needs)
logo image alignment (left is set by default).
Header
Design your header by selecting a color or image for it:
In the color tab, select a header color.
In the Image tab, set an image for your header by selecting the Choose image option.
Once uploaded, adjust the size and alignment of your header’s image.
Background
Select the background color for your form in the Set background color tab:
You can choose a color that complements your branding or design aesthetics. Experiment with different shades to find the perfect background color that enhances the overall look of your form.
Once you've customized the design elements of your form, you can proceed to the its configuration.