Docs

Getting started

• Welcome to OurForms What your workspace is, where things live, and the first five things to do.
• Getting set up The welcome steps you see when you first sign in, and the checklist that keeps what you skipped.
• Inviting your team Send invitations, pick a role for each person, and manage pending invites.
• The dashboard Read the tiles on your workspace dashboard and change the date range.

Forms

• Building a form Create a form, add and arrange questions, and publish your changes.
• Field types Every kind of question you can ask, and which plans include them.
• Display modes and pages Show every question at once, one per screen, or split the form into pages.

Publishing

• Publishing and visibility Put a form live, update it safely, and choose who can open it.
• Sharing: link, embed and QR code Change the form's address, embed it on your website, and print a QR code.
• Schedule and limits Open and close a form on set dates, cap responses, and stop repeat answers.

Routing

• Routing and notifications Decide who hears about each response, what visitors see afterwards, and which emails go out.

Submissions

• Reviewing submissions Find responses, open them in the review drawer, and work through them.
• Decisions and messages Set up decisions with email templates, then decide and reply in a couple of clicks.
• Exporting submissions Download responses as a spreadsheet.

Helpdesk

• Helpdesk Answer questions from the people filling in your forms, together with your team.

Analytics

• Form analytics See where visitors drop off on each form, how long they take and where they come from.

Settings

• Workspace name and time zone Rename your workspace and set the time zone your form schedules use.
• Users and roles What each role can do, and how to change it for your workspace.
• Banned words Block or flag responses that contain words you don't want.
• Theme and pages Brand your forms, and publish simple pages around them.
• Billing and plans Compare plans, check your usage, change plan and download invoices.
• AI assistants Connect an AI assistant such as Claude to your workspace with a personal token.

Privacy & security

• Privacy and security basics How OurForms keeps your workspace and your visitors' answers safe.