Get Started with GoCanvas Web Forms

Centralize processes, collect data faster, and share forms easier with no login required, using GoCanvas Web Forms.

Web Forms

Web Forms allow you to send a form to your customers, vendors, peers, etc. that can be filled out without logging into the GoCanvas mobile, tablet, or desktop clients. The forms are shareable via a unique URL that can be re-generated at any time.

• Manage and share forms safely with built-in security features that keep all your data protected,

• Easily customize PDF’s for sharing and storing, no page limits, 

• Personalize your documents with your company's logo to keep your identity consistent.

Accessing Web Forms

Navigate to the Forms tab from the left navigation. In the upper right corner is the Create New drop down button. Within this drop down is the choice to enter the Mobile Form Builder or the Web Form Builder.

Web Forms Building Basics

Once you click Web Form from the Create New drop down, hopefully the next screen will look familiar if you have started using the Builder. There are a few small distinctions between the Web Forms Builder and the Builder, which are detailed below.

Supported Field Types

One of the first things that is obviously different in the Web Forms Builder is the shorter list of supported field types in the Field Library. Web Forms will continue to be iterated upon and new field types will become available as this product is updated. The field types currently supported are listed below:

1. Text:
   • Single Line,
   • Multiple Lines.
2. Number:
   • Number,
   • Increment,
   • Slider,
   • Currency.
3. Static Text,
4. Calculation,
5. Single Choice:
   • Dropdown,
   • Radio Buttons,
   • Boxes.
6. Multiple Choice:
   • Checkboxes,
   • Buttons.
7. Photo:
   
   • Single Photo,
   • Multiple Photos.
8. Signature,
9. Date,
10. Time,
11. Checkbox.

Preview Panel

The preview on the right side of the workspace is outlined because Web Forms can be filled out from your laptop, mobile devices, or tablet.

Try out your Web Form by clicking the Test button in the upper right corner near the Save and Publish buttons.

Filling Out a Web Form

Web Forms are shared using a unique URL.

Navigate to the Form Settings page and click on the Gear icon. Under the Sharing section, select Copy Link to quickly capture the form link to send or share. Generate New Link will generate a new unique URL for your Web Form.

API Compatibility

Submissions made with Web Forms are accessible through the API the same way that Mobile Form submissions are accessible through the API because a submission is a submission, regardless of the source that it was submitted from. Please visit our Help Center article, "Does GoCanvas have an open API?" to learn more about using GoCanvas Web Services API.

Tutorial

GoCanvas Web Forms are available to add on to your account. Contact your Customer Success Manager, Account Manager, or Account Executive to learn more. Visit our Help Center for more tips and tricks on how to create forms using the Builder.