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How to Create and Send Forms?

This guide explains the complete process of creating a form, sending it to users, capturing their submissions, and reviewing the collected data. Follow the step-by-step instructions to manage your form workflow efficiently.

Step 1: Navigate to Create the Form

  • Navigate to the Doculan Dashboard. Click Forms from the main menu.

  • Click the Create New Form button to manually design a form, or select Generate with AI to automatically create a form using AI.

  • For manual form creation, click the Create New Form button to proceed.

  • We have to Upload a logo (optional). Enter Form Title and Form Description.

  • Select the folder path to store submitted data. Drag and drop required fields:

Field Type Description
Name Text input for user name
Number Mobile/phone number input
Email User email field
Date Date selection
Radio Buttons Single-choice option
File Upload Upload documents/images

File Upload Options:

  • Accepted file types
  • Maximum file size (MB)
  • Allow multiple files Screenshot1:

Step 1 — Create the Form

Screenshot2:

Step 2 — Create the Form

---> The above Screenshots represent that how to create form

Step 2: Navigate to Send the Form

  • Click Send Form
  • Add recipient name & email
  • Set validity date & reminders
  • Drag & drop the Form link and Fullname into the email body
  • Click Send

Screenshot1:

Step 1 — Send the Form

Screenshot2:

Step 2 — Send the Form

---> The above Screenshots represent that how to send form.

Step 3: Navigate to Recipient Submission

  • Recipient receives form link by email
  • Complete OTP verification
  • Fill required fields and click Submit
  • Recipient can preview & download PDF after submission

Screenshot1:

Step 1 — Recipient Submission

Screenshot2:

Step 1 — Recipient Submission

Screenshot3:

Step 2 — Recipient Submission

---> The above Screenshots represent that how to Complete otp verification and fill the form and download the responses in PDF Format

Step 4: Navigate to Review Submissions

To review and manage form submissions in Doculan, follow the steps below:

  • Form status changes to Completed
  • Navigate to the Doculan Dashboard and click Forms.
  • Locate the required form and click the ⋮ (three-dot) icon under the Actions column.
  • From the Actions menu, you can perform the following operations:
    • Audit – View detailed submission logs and activity history.
    • View – Review individual form submissions.
  • Download all form submissions in CSV format for reporting or offline analysis.

Screenshot1:

Step 1 — Review Submissions

---> The above Screenshot represent that how to view the Submission form through Audit.

Demo Video:

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---> The above Video represent that how to Create form, Send form, Recipient Submission, Review Submissions.