Follow the short step-by-step instructions below to get started:
1. Open your application and select Start. Then, select one of the following options:
Send documents to make one-time sends. Automation and advanced routing are not yet available for this mode. Once documents have been sent to recipients, it is possible to convert them into a template.
Create template to create a reusable document with predefined roles and fillable fields. Automation and advanced routing are not yet available for this mode. Once a template has been sent to recipients, it is possible to convert it into a workflow.
Design workflow to create repeatable business processes that include documents, complex routing, and automation (such as pre-filling, exporting, etc.)
2. The modal window for adding documents will open. Select Add documents to add your first document.
In the Add documents modal window, select Form or survey to create a new document from scratch.
To select a web form from the library, select Library in the Upload form section.
When in the library, switch to the Forms and surveys tab. Then, select the web form you need by clicking Use form.
You can filter the forms and surveys by categories.
You can also upload an existing Google form using a Google form link. To do so, in the Upload from section, select Google Forms from the list.
In the Import from Google Forms page, enter a Google form’s link. Then, select Import form.
Note: Remember to make your forms publicly accessible so that users will be able to fill them. Also, uncheck the Restrict to users and its trusted organizations checkbox in Google form settings.
Once you’ve created a blank web form or selected a web form from the library, the Form builder will open.
Enter a title and description for your form. Both can be used for bot configuration.
Note: The title and description fields have default names such as header.title and header.description, and can’t be changed.
Add fields to your form and set up their properties according to your preferences. Set conditions for specific fields to appear in a form, depending on the data that is entered.
Use the Undo or Redo button to cancel or revert your changes.
View how your Form will appear to your customers with elements added by clicking Show preview.
You can also test your form while it's in the preview mode:
selecting the Recipients tab will show all recipients in the form who fields are assigned to.
selecting the List of fields will open the list of optional and required fields that need to be completed by users. The navigation wizard can also take users through the form to complete fields (via the green arrow).
