GoFormz

Capture E-SIGN compliant digital signatures from your Form Users with eSignature fields.

About eSignature

Learn about the difference between Forms and Templates in GoFormz, and how to manage and utilize them to collect data for your organization.

The differences between Templates and Forms

Include an eSignature field on your Public Form to collect a legally binding, E-SIGN compliant signature.

How to Use eSignature with Public Forms

Templates act as your data collection blueprint in GoFormz.

About Templates

Enable your Form Users to include files with their Form submission using the File Attachment field.

About the File Attachment field

The Templates Tab lists all the templates and template folders that you can access from your GoFormz account.

Templates Tab

Read this article to learn how to use and manage GoFormz Template folders.

Using Template Folders

Learn the basic steps of creating a mobile form template in our drag-and-drop Template Editor.

Creating a New Template

Read this article to learn how to easily create a new template from an existing paper form.

Creating a template from a paper form

You can create your first mobile form template by uploading your a form PDF or JPG to the GoFormz Template Editor.

Template Editor

Building Your Form View

Build a List View layout for your Form using the List tab in the Template Editor.

Building Your List View

This article is a high-level overview of how to add new data fields to your Form in the Template Editor, both in Form View and in List View.

Adding and Configuring a Data Field

This article goes over the details of how to add and configure a new table in your form template.

Adding and Configuring a Table

This article reviews all of the form fields that can be used in your GoFormz form Templates – like Text fields, Signatures, and Barcodes.

Field Types - Template Creator

The Calculation Builder provides template builders with an intuitive approach to adding calculations to their fields.

Using the Calculation Builder

The Dynamic Field Properties feature allows you to change certain field properties in response to changing field values.

Dynamic Field Properties

This support article lists each of the properties (e.g. formatting, functionality, etc.) available to each form field within GoFormz.

Field Properties Reference

A Drop-down field is a pop-out menu containing a list of items, from which only one selection can be made.

Advanced Field Types - Drop-down Fields

Learn to configure and leverage Checkbox Groups within your mobile form Templates.

Advanced Field Types - Checkbox Groups

The Page Editor is a dialog box within the Template Editor that allows you to add, delete, reorder and replace pages in your form template.

Template Page Editor

Templates can be deleted either individually or in bulk. Learn more about deleting Templates here.

Deleting a Template

Learn how you can easily copy a mobile form Template here.

Copying a Template

PDF Export Settings let you specify which pages should be printed/saved for different audiences, learn to set them up here.

Setting up PDF Export Settings

Learn how to leverage default form names, which are names that are given to any new form created from a particular template.

Setting the Default Form Name

Explore our FAQ for answers to the most common workflow and automation questions from GoFormz users.

Template FAQ

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

Creating a New Form from a Template

GoFormz Support

Learn everything you need to know about creating, completing, and modifying your form Templates here.

Templates

Template Versioning allows users to have more flexibility when editing a template.