eForms is a form building module that comes standard with every FilesAnywhere Personal, Professional or Enterprise account. From surveys and forms, to questionnaires and quizzes, design your forms, send them to anyone, collect and manage responses, and analyze the information.
To get started, log in to your account and click the eForms tab.
This will take you to the eForm Dashboard, from where you can create, view, or manage eForms in your account.
To edit any pre-existing form click on the gear icon in between the pencil and trash can icons (left arrow) or click the paper and pencil icon (right arrow).
Click the Create a New Form button to begin.
Step one has one required field Form Name and another field Description. Once these forms are filled out, click next to continue (Red Box), or Save & Go to Dashboard (Black Box) to save your progress.
If you have already created a form that you want to use as a template for another eForm, click the Prebuilt Form button and select the desired form from the dropdown menu.
Below is step two of the eForm creation. There won’t be any pre-existing built in fields because the eForm is completely customizable and guided by your needs.
On the right hand side of the screen there are two types of fields you can choose from: Standard Fields and Advanced fields. Click on any of the fields to add it to your eForm. Remember, each of these different fields, Standard and Advanced, are fully customizable. For more information on the Standard and Advanced Fields Configuration, click here.
Once you’ve picked a few of the fields and customized their contents, click on the Popup Preview (red box) button to view the eForm as its recipients will see it.
Your form will appear in another tab in your browser which you may close after viewing the previewed eForm.
If after viewing the preview you are dissatisfied with one of the fields, move your cursor over the field and select edit. If you want to change the order of the fields, left click and hold on the sidebar arrows (red box) on the left hand side and drag the form above or below any others.
Below is step three of the eForm creation, Field Permission Configuration. Here you can setup the field permission as Editable, Read-only or Hidden.
Hover over the field to see the options to change the field permission.
Advanced Options>> link provide you a detailed view to set different field permissions as per the type of the use.
- User View – This view is applicable to the logged-in shared users.
- Restricted View – This view is applicable to the logged-in shared users to whom the eForm is shared with restrict data view access.
- Guest View – This view is applicable to the external users that submit eForm data using the generic form link.
Below is step four of the eForm creation, Custom Form Layout & Export Configuration. Here you can upload your pre-designed forms and use them with the eForm module.
Using this path-breaking Custom Form Layout module, you can associate existing eForm fields with fields on custom designed PDF or HTML forms so that when data is submitted, it is accepted into the custom designed form instead of the standard eForm. Submitted data can also be exported out into these custom designed forms.
View the custom form layout article for detailed information on Custom Form Layout & Export Configuration.
Once you are satisfied with your eForm, continue to the next step five, the eForm Settings. Here under Personalize you will find Theme, Header & Cover Page settings. There are six different themes you can choose from. Once you’ve made a selection, click View My Form to see how it looks. If you aren’t satisfied, choose another theme and preview it until you find a theme that suits your eForm.
Click View My Form to verify the eForm works as you envisioned. Then, using the options on the left hand side, make changes to any of the eForm settings (Black), and send the eForm (Blue) or click Save & Go to Dashboard to save the form for later use. To learn more about the settings click here.
Lock / Unlock eForm
You can lock or unlock the eForm using the below option:
Lock eForm: Once eForm is locked; you are no longer able to submit the data for such eForm.
Unlock eForm: For already locked eForm; you may use unlock eForm option to make it available for data submission.
You’ve finished creating an eForm, but don’t fret if you find something you want to change down the road. You can always go back and edit a completed form. To learn more about the settings click here.
Still Have Questions?
If you still need help, please contact us.