GoFormz

Read this article to learn how to create a new form from a mobile form Template.

Creating a New Form from a Template

Learn just how easy it is to fill out a mobile form in the GoFormz web interface and mobile apps here.

Filling out a Form

The Forms Tab lists the forms that you can access from your account, and allows you to perform a variety of form actions. Learn more here.

Forms Tab

Fill out and manage Forms on the web app with the Web Form Editor.

Web Form Editor navigation

Explore the key benefits, functionalities, and use cases for mobile forms.

Form Basics

Understand what each Form status means and how Forms move between statuses.

Form status overview

Learn how to transfer a draft form to another user in your account, or to a predefined group of users.

Transferring Your Form To Another User

Updating a Form's Template Version

Your account supports a variety of field types, ranging from standard text fields to less traditional ones like sketches, audio, and signatures. This article explains each field you may encounter…

Field Types - Form User

View, download, or print PDF versions of your available Forms from the web or mobile app.

Download, view, and print Form PDFs

GoFormz provides a number of tools to make it easier to find the form that you are looking for.

Browsing, Searching and Filtering Your Forms

Access an audit of the activity for the Forms you can access.

About Form history

Export This article details exporting forms in CSV format, which allows access to the raw data in the forms.

Exporting Form Data

Learn to add Tags to your mobile forms to group related forms together, simplifying organization and record-keeping.

Adding and Removing Tags

You can create a copy of your form using either the mobile app, or the Web Form Editor in the web interface. Learn how here.

Copying a Form

Learn to delete your forms in the GoFormz mobile app or web interface here.

Deleting a Form

Learn to change your form’s name in both the mobile app and the form editor in the web interface.

Renaming a Form

Forms FAQ

Securely extract text from within your images while you fill out a Form

OCR - Pull text from an image when you fill out a Form

Form Users create and fill out Forms based on your Templates - manage Forms and their data.

Forms

Share a link with people outside of your account to collect external Form submissions with Public Forms.

Public Forms overview

On the web app, navigate to the Public Forms tab to view and manage your Public Forms.

Public Forms navigation

Learn how to create a Public Form to collect completed Forms from people outside of your account.

Create a new Template-based Public Form

Learn how to make changes to your existing Template-based Public Form.

Modify an existing Template-based Public Form

Learn about the automation types available to handle your manual Public Form-related tasks.

Public Form-based automations

Collect data using secure and shareable online links or by sending a link directly to your intended recipient with Public Forms.

Public Forms

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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