On the web app, navigate to the Public Forms tab to create and manage Public Forms and Public Form links. You'll also increase your available submission balance.

The Public Forms landing page varies depending on whether you’ve sent any Public Forms. If you’re new to sending Public Forms, the landing page provides an overview of how to send a Public Form.

In the upper right-hand corner, click Create to begin the Public Form dispatch process.

Public Forms are delivered to your intended recipients using a secure link which you generate during the Public Form creation process. You then distribute the generated Public Form link for your intended recipients to fill out and submit.

When you click Create, a modal will appear where you’ll choose whether to create a Template-based Public Form, or a Form-based Public Form.

If you want somebody from outside of your organization to fill out a Form with no pre-filled information, use a Template-based Public Form. A Template-based Public Form is intended for multi-use situations.

Template-based Public Forms are often used for times when you want to gather survey data, questionnaires, or job applications.

If you want to pre-fill some information on a Form and have your recipient complete the remaining fields, use a Form-based Public Form. Form-based Public Forms are intended for single-use situations.

Use Form-based Public Forms when you need approval on documents like job quotes, or authorizations, and when you only need a signature from somebody.

After you’ve sent at least one Public Form, the Public Forms landing page displays a table containing details about your sent Public Forms. These details include Name, Submissions, Expires, Last Submitted Date, Active, and Actions.

In the Received Public Forms table, Name refers to the name of your Public Form. You’ll assign a name when you create your Public Form.

Submissions indicates the number of submissions you’ve received for the corresponding Public Form.

The Expires row provides the expiration date you set when creating your Public Form. An expiration date isn’t required for a Public Form. If you didn’t set an expiration date when you created your Public Form, this will be blank.

Last Submitted Date indicates when the most recent submission took place for your Public Form.

Search for specific Public Forms, and filter your search as necessary. Click Enter to submit your search details.

Your search results displays in the Public Forms table. Click the row sort icon directly to the right of a column to sort your displayed Public Forms by the corresponding Public Form detail.

Toggle the Active slider to determine whether or not a Public Form’s URL is active. This slider is blue when active, and gray when inactive.

The farthest right column is the Actions menu (. . .).

As you create Public Forms and receive submissions, you’ll manage them on the Public Forms page using the actions available in each Public Form’s corresponding Actions menu.

Your options within the Actions menu vary based on the type of Public Form used. You won’t find every action listed for every Public Form, but below you’ll find all available actions and indication of when an action is related to a certain Public Form type.

Resend your single-use, Form-based Public Forms sent via email or text message. When you click Resend, your Public Form automatically dispatches to your previous recipient using your previously selected contact method.

If you want to review the submitted Form generated from your sent single-use, Form-based Public Form click Open Form. Your requested Form opens in the Web Form Editor.

For multi-use, Template-based Public Forms you can click View Forms to navigate to the Forms tab with the appropriate filter applied to review only the corresponding Forms.

When you Edit an existing Public Form, you can change the Form’s name, fields to be completed, and expiration date. But you cannot change the Template or Form upon which the Public Form is based.

Click Delete to permanently remove your Public Form. When you delete your Public Form link, you’ll still have access to any Forms created using the deleted link. But, the link will be permanently deleted and cannot be reactivated.

Switch the Activation slider to determine whether the corresponding Public Form is active or inactive.

Track your Public Form submission usage on the Public Forms tab. This’ll display in one of two ways. . .

If your account displays a submission limit, you can add more submissions to your limit as an add-on on the Billing page in the web app.

Submissions are deducted from your available balance only when somebody submits a Public Form. If somebody creates a Public Form but does not submit it, no credits will be deducted from your balance.

If you’ve sent out a link, but you’ve used all available submissions, then you’ll need to add more credits before your recipient can fill out a Form.