With our forms, you can collect data securely and allow recipients to sign a document after filling information into it
Note: Forms is a paid feature requiring a separate subscription - please do not hesitate to contact us at sales@penneo.com if you wish to learn more.
If you want to digitize and accelerate repetitive data collection processes in your company - e.g., identity checks, HR-related questionnaires to your employees, or general information requests to your customers - you can set up a form template once and reuse it as many times as you need.
How to enable the Forms feature in your Penneo account
If you don't have the Forms feature enabled in your Penneo company account, that's because your business subscription plan does not include Forms. Forms is an additional feature requiring a separate subscription - if you wish to have it enabled in your company account, please contact us at sales@penneo.com.
Once you have added Forms to your subscription plan, our Support Team will activate the Form feature for each user of your company account that you want to have access to it.
How Forms work
When you create a form template, you will find it in your Template list. After clicking on the Make public button next to the form, you will see a link appearing on the right-side field. That link/URL is your Form.
Penneo forms are on public URLs. Each form template created via Penneo has its own unique URL. A URL will look like this:
https://app.penneo.com/public/form/T7LSE-MQLFD-4K6YD-TI5T1-HQYG0-NMPNE/J03D2-LNTGE-E5EDE-AHKE4-FK3GE-L8JK1?group=forms - you can also click on it and see what a form created via Penneo looks like.
After retrieving the URL of your newly created template form, you can copy-paste the link into a browser to check out what your new form looks like. If everything looks correct, you can start using your new form and collecting data securely via Penneo.
How to use Forms
To use your new form, you need to use its URL. You can set it up on your website or send it to recipients in an email, for example.
Every user with access to forms can see and use a form template (by using its URL).
When a person/recipient clicks on the link, they will be forwarded to the form. After the form has been filled in, you will find it as a case file in the folder that you selected as the storage folder when creating the form template.
Moreover, the person filling in the form will receive a copy of the filled-in form at the email address that they typed in the form.
Read more about Forms in the following articles