Form Builder - General Guidance

Modified on Tue, 14 Apr at 10:42 AM

Build, configure, and assign custom forms to your clients — from subscription agreements to onboarding questionnaires.

Creating a Form

Navigate to Settings → Form Builder to manage all your forms. Forms are organised by status: Draft or Published. To create a new form, click Create in the top-right corner.

Give the form a name and an optional description. Use the Advanced options if you need additional configuration at the form level. Once created, you'll land directly in the form editor.

Building Your Form

The editor is divided into three panels: an Elements library on the left, your live form canvas in the centre, and Field Settings on the right. Drag any element from the library onto the canvas to add it to your form.

The three-panel Build interface: Elements (left), Canvas (centre), Field Settings (right).

The Elements library includes the following field types:

Single Line

Short text input

Multiple Text Lines

Long-form text area

Date

Singular date picker

Number

Numeric input

Currency

Code and amount

Checkbox

Yes / No toggle

Option

Single-select

Multiple Option

Multi-select

Dropdown

Singular dropdown

Multiple Dropdown

Multi-select dropdown

File Upload

Single file upload

Signature

Draw or auto-generate

Notary

Date, time & name stamp

Scroll Box

Container for scrollable content

Use the Enable Pages button at the bottom of the canvas to split your form into multiple pages for longer forms.

Configuring Fields

Clicking any field on the canvas opens its Field Settings panel on the right. Settings are organised across up to three tabs: General, Autofill & Validation, and Advanced.

Field Settings — configure label, required state, placeholder text, and more.

General

Set the field label, mark it as required, add a placeholder, and optionally include an information alert prompt shown to the client.

Autofill & Validation

Map the field to existing platform data (e.g. User › Full Name) so it pre-populates for clients. Set min/max character limits and choose an input format such as a Tax ID, NIN, or SSN.

Autofill — map fields to platform data sources like User, Address Details, or Deal Information.

Lock toggle: When Autofill is configured, you can enable Lock to prevent clients from editing the pre-populated value. If no data exists, the field remains editable.

The Advanced tab lets you add a field description, configure conditional display rules (Should display), and view or edit the field's Reference Key — used to embed field values into generated documents (e.g. ${full-name}).

Actions menu

References

Access a full list of all field reference keys from the Actions menu. Save the form first to ensure references are generated. Use these keys when building document templates that pull in form data.

Export

Export the form as a portable string from the Actions menu. This string captures the last saved state and can be used to recreate the form structure in a different account or environment.

Preview & Publishing

Use the Preview button at any time to see the client-facing view of your form, including how the signature field and scroll box behave. When you're satisfied, click Publish in the top-right to make the form live.

Saving vs Publishing: Use Save to preserve your work-in-progress without making the form available to clients. Use Publish when the form is ready to be completed.