Webforms and PDFs
Try these previews and experience self-service workflows that eliminate rekeying. Users click links, fill out Webforms, and receive emails with PDF or MS Word documents attached. The user responses are then available for your teams to work with from the Workspace. When needed, you can configure integrations to send data and documents to other systems. You can use these forms, edit these forms and documents or Configure New Applications specific to your needs.
  • Select Preview document to view the PDF template.
  • Select Test form for an interactive end user experience.
  • Select Get form to use the online ready Applications.
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All Applications

Details and Instructions
  • Select the image to expand and preview the form's appearance.
  • Select Preview document to open tab and display the PDF template that generates for that form.
  • Select Test form for the live and interactive end user experience.
    • - Enter email address, first name, last name and then select "Get code".
    • - Open email, copy and enter passcode, and select "Submit".
    • - Fill the webform and receive a self-serve document.
  • Select Get form imports the Application for use from your Workspace.
    • - Selecting this button opens a new browser tab to the Application's site.
    • - If you have not previously registered, select "Sign up" in the middle of the dialog. Otherwise, just login and skip the next bullets.
    • - Either enter a username and password or select login with Google, Linked or Microsoft 365.
    • - An access code will be sent to your email address. Open email, copy and enter passcode, accept terms and select "Validate".
    • - Select "Import" from the dialog and the Category and Application will display in the left panel of the Workspace: when finished importing.
    • To use the links, see Publish Links, Campaign Links, Record Links and Use Links Directly from Workspace

New User Request Form

New user request form to gather user information and account information.

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Newsletter Sign Up

Use the Newsletter Sign Up form to acquire subscribers for tailored newsletters. Gather name, email, and topic preferences to send periodic updates. Our Privacy Policy secures data. Receive periodic updates. Includes Terms that govern content usage and liability.

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One Way NDA

Use this an example if you need to automate your NDAs. Note that you should have your legal counsel review and approve NDA before taking live.

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Parent Teacher Conference

Facilitate seamless Parent-Teacher conferences and capture vital attendee details like student name, grade, and parent/guardian contact info for streamlined communication and planning.

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Parish Registration

Obtain new members to your parish with the Parish Registration Form. Gather the family member details including home address, employment, occupation and baptism status.

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Personal Loan Application

Authorize potential Credit Grantors, Lending, and Leasing Companies to access personal and credit-related information, comprising addresses, employment details, annual income, enabling the approval of personal loan amounts intended for various purposes.

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Personal Trainer Booking Form

Gather client details like contact info, fitness goals, and health history. This form streamlines scheduling preferences, aiding in personalized training and efficient appointment management for optimal client satisfaction.

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Pest Control Service

Offer professional pest control services with solutions for homes and businesses. Collect customer contact, pest types, and treatment options

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Pet Adoption Application

Gather applicant details, household info, pet preferences, lifestyle, experience, references to assess pet adoption suitability.

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Pet Boarding

Obtain a Pet Boarding reservation and provide your pet details, medications and medical history, feeding instructions for cats and dogs. Also provides waiver and consent for care.

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Pet Registration

Collect essential owner and pet details, health information, emergency contacts, and agreements for record-keeping, ensuring accurate and accessible information for effective pet care management.

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Photograph Video Consent

Consent form captures student and guardian details for institution's use of student's media including photography and videography in print and social marketing.

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