Send us your form
Send us your existing paper form, PDF or document. If you do not have one yet, tell us what information you need to capture.
FORM SETUP
Your forms, made digital for you.
There is no form builder to learn. Send us the form you already use — or tell us what you need — and we'll create it in Formsy® around the way your business works.
How form setup works
We build it for you
We recreate the form digitally, configure the fields and set it up to suit your normal workflow.
Review & approve
You can check the finished form before it goes live and let us know if anything needs adjusting.
Start using Formsy®
Once approved, the form is ready for your team to use on phone, tablet or desktop.
We can recreate what you already use
We can retain the familiar information, layout and workflow of your existing forms, while making them easier to complete digitally.
Where useful, we can also simplify the form, add conditional fields, pre-fill regular information or make other practical improvements.
Typical setup options
- Text, date and number fields
- Tick boxes and dropdown selections
- Signatures
- Photos and supporting information
- Sequential numbering and prefixes
- Pre-filled company details
- Pre-selected regular options
- PDF output and email recipients
Why is form setup charged separately?
Every business and every form is different. Each digital form is individually created and configured rather than supplied as a generic template, so the amount of setup work depends on the form's complexity and requirements.
We'll give you a clear one-off quote before any work begins. Your monthly Formsy® subscription is charged separately.
Built for Formsy®
Your digital form template is created and configured specifically for use within Formsy® and cannot be transferred to or used within another forms platform. Completed forms and PDFs remain yours to download, save, email and use as required.
Ready to turn your paper form digital?Send us your form and we'll tell you what it will take to set up.
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