Centralize processes, collect data faster, and share forms easier with no login required.
Web Forms allows 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 dropdown button. Within this dropdown is the choice to enter the Mobile Form Builder or the Web Form Builder.
If the above button does not look familiar, that is because you are still using Folders. As you can see below, the Create New button will function the same regardless of the color.
Web Forms Building Basics
Once you click Web Form from the Create New drop down menu, hopefully the next screen will look familiar if you have started using Builder BETA. There are a few small distinctions between the Web Forms Builder and Builder BETA, 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:
- Short Text
- Long Text
- Static Text
- Single Choice
- Radio Buttons
- Multiple Choice
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.
You can 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, click Copy Link to quickly capture the form link to send or share. Click Generate New Link if you need a new unique URL for your Web Form.
GoCanvas Web Forms are available as an add on to your account. Please contact your Account Manager or Account Executive to ask about adding Web Forms to your account.
Visit our Help Center for more tips and tricks on how to create Forms using Builder BETA, submit a ticket to Support if you have an issue, or provide valuable feedback on Web Forms to our Product team at firstname.lastname@example.org.