How to Create and Use a Form

Forms are nothing new. You might need to publish them on your web pages or other channels to capture e-signatures, collect feedback, gather sign-ups, and more. Luckily, CocoSign offers a simple solution to help you create signable and interactive forms to embed on your site (or share as links), at the same time impressing your clients with their professional presentation and ease of submitting information.

Follow the steps below to create and customize your Forms.

Step-By-Step Guide To Create A Form

Step 1: Click on Forms from CocoSign’s left navigation pane.

Step 2: Select + Create Form to create a new Form.

Step 3: Upload one or more documents you want to send out. You can use the drag-and-drop option or upload from your device, or import them from cloud storage services such as Google Drive, Dropbox, and OneDrive. Alternatively, you can also enter the document URLs. Once done, hit Next to proceed.

Step 4: Add signing fields such as EmailCompanyInitialTextDate, and Signature as per your requirement. You just need to drag them from the right panel and drop them anywhere in your document.

Step 5: Click the field to choose a role for it. Select Me (Prefill) means you are going to fill it out yourself now. Hit Signer if you want it to be completed by you or others after sharing the form.

Alternatively, you can also select the Roles first, and then proceed to assign fields for them.

Once finished, hit Next to continue your work.

Step 6: In the Review and Save stage, the document name will be auto-populated, but you can edit it at will.

Valid until: The forms will be valid forever by default. If you want to set an expiry date, then click Select date.

Email authentication: By enabling email authentication, recipients of the form will be required to enter their email addresses to receive a verification code. They will be granted access to the Form after they enter the code received.

Avoid duplicate submissions: If you tick this box, each respondent will be limited to submitting one response only.

Limit the number of responses: Enter the maximum number of responses you want to receive for this form. Once the feature is enabled, the Form will become unavailable when the limit is reached.

Once finished, hit Save Form.

Step 7: And now the Form is created successfully and ready to use! A pop-up window will display the URL of your Form. You can now copy and share it to any channel hosting your target audiences, such as websites, social media, and more. 

How to Use Forms

With the Form ready, you can capture signatures or data with its URL directly. Simply place the Form’s URL on your website, social media, or distribute it via email, and your recipients can start filling in and e-signing the form after clicking the URL. Click here if you want to learn more.

In addition, you can also use the iframe codes generated by CocoSign to embed the Form into your website for data collection, even if it’s built with WordPress. APIs are not required and no coding knowledge is needed. By publishing the Form on your site, your customers never need to switch to another webpage for inputting their data. To learn more, simply read this guide.

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