GoFormz

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Explore the basics of using GoFormz, understanding your account, and more. 

GoFormz 101

Assign user and Group permissions, and manage your account details.

Account Management

Templates act as your data collection blueprints. 

Templates

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

Forms

Automate your manual processes to save time and increase accuracy and efficiency.

Automation

Learn about the available third-party integrations.

Partners & 3rd Party Integ...

Use your mobile device to create and complete new Forms, view and manage existing Forms, transfer and receive dispatched Forms, and download or share Form PDF’s — all either online or offline.

Mobile App

Track changes across your received Forms with reporting.

Reports

Explore how to add calculations to your Templates.

Calculations

Give your Form Users a way to reference your existing datasets on your Templates and Forms with DataSources.

DataSources

Learn everything you need to know about GoFormz API Developer Hub here. 

API & Developer Hub

Build visual flows that route forms through approvals, reviews, and handoffs.

Form Journey

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

GoFormz Knowledge Base

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