Creating a Basic Form

How to create a basic form

A basic form uses an image (JPG, JPEG, BMP or PNG file) or PDF document as a background for your form and report. Basic forms provide an efficient way to upload existing forms into FormsPro and simply transforms a paper form to a digital format.

Reports from a basic form are only based off the form designer, so your form is your report. We recommend that you keep the number of pages to a minimum. You can add a submitted by and submitted date to the report.

1. From the Form and Report Designer menu, select New Form. The Select a Form Design Method page opens.
2. Click on the Basic form icon, then click Create. The Upload File window opens.
   
3. Click Choose File to select the form you want to upload. The following file types can be uploaded: PDF, JPG, JPEG, PNG, and BMP.
   
4. Click Upload to upload the form. The form appears in the Forms Designer.
   
5. Name your form and assign it to a folder, if applicable.
6. Click (Form Settings) on the toolbar to open the Form Settings window. This window is used to manage versions and form changes, compress ZIP files, allow attachments, copy form submissions, create data maps and deep links.
   
7. Click OK to close the Form Settings window. You should also click Save to save these settings on your form.
8. Drag the inputs you want onto the form from the menu on the right. Each input has different property options available for additional formatting of the information you want entered on the form. The label field for each input is a required field, so that context is provided for data mapping and conditional fields.
9. When you’ve completed designing your form, click Save.