How do I create a Web Form?

Modified on Sat, 26 Oct at 1:25 PM

Navigate to the Webforms tab on the top nav bar.

Select ‘Create Webforms’ button in the top left corner.

Upload the necessary file/s in the upload a document and click on ‘Next’.

Add the steps needed for the respective document along with the configurations if any and select ‘Next’.

In the webform creation, the first step will be set as a placeholder by default for the webform starting user.

Add tools for each step and select ‘Next’.

Provide a suitable name for the webform. The following details can also be added;
- Description – Add a description for the respective webform.
- Webform Link Expiration Date – Set an expiration date for the webform.
- Webform Due in (Days) - Set a number of days for the webform to be completed after it has been started by a user.

After the necessary details are added select ‘Next’.

The Web form link will be created.

This link can be used to integrate the webform to a suitable website.

Click on ‘Done’ and the webform will be added to the ‘Webforms’ tab.