Overview
The Form Builder homepage is where all of your organization's forms live. From here you can find an existing form, manage it, or create a new one.
▶️ Watch: Form Builder homepage tour
The forms list
The homepage lists your forms with key details at a glance:
Name
Status
Site profiles attached to the form
Last updated
Use the search box to quickly find a form by name.
The actions menu
Each form has an actions menu that includes:
Edit — open the form in the builder.
Clone — duplicate the form as a starting point for a new one.
Manage site profiles — control which site profiles the form is attached to (see Attaching Site Profiles to Forms).
Delete — remove the form.
Creating a form
Click Create Form and choose one of three ways to start:
1. From scratch
Build a brand-new form field by field in the Input Builder. See Building Forms with the Input Builder.
2. From a PDF upload
Upload an existing PDF form and the system generates a digital form (and a matching PDF output) for you. See Creating a Form and PDF Output from a PDF Upload.
▶️ Watch: Creating a form using the Upload tool
3. From a template
Start from an existing form used as a template:
Choose Create Form → Template.
Search for a template.
Select the template to create your new form from it.
▶️ Watch: Creating a form using a template
FAQ
Q: What's the difference between cloning a form and creating one from a template?
A: Cloning duplicates one specific form from your list. Creating from a template lets you search for a template and start from it.
Q: Where do I attach a form to the sites it should be used on?
A: Use Manage site profiles from the form's actions menu. See Attaching Site Profiles to Forms.
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