Avvoka Forms simplify data collection by embedding intuitive questionnaires into your website, automatically generating documents in Avvoka from user responses. This streamlines workflows and removes the need for complex setups or email exchanges. Here’s a step-by-step article to setting up and using Avvoka Forms:
Benefits of Avvoka Forms
Simplified Data Collection: Gather information directly from users without granting them access to the Avvoka platform.
Web Integration: Host forms on your website, ensuring a consistent user experience.
Customisation: White-label forms with your brand’s colors and logo.
Secure Access: Restrict submissions to specific email addresses or domains.
Efficient Tracking: Monitor form-related activities and generated documents.
Direct Access to Documents: Allow users to download generated documents, if enabled.
Timesaving: Avoid lengthy email threads and eliminate the need for users to create accounts.
Setting Up Avvoka Forms
Ensure that Forms are activated at the organisation-level. If it’s not visible, contact your Avvoka account manager for assistance.
How to Create Forms
Navigate to the Templates Tab: After logging into Avvoka, go to the ‘Templates’ section.
Access Forms: Click on ‘Forms’ in the left panel.
Create a New Form:
Click ‘Add New’ to open the form creation pop-up.
Name Your Form: Provide a descriptive name.
Select a Template: Choose a template from the dropdown menu which will be used to generate the form.
Specify Submitter’s Party: Define the party responsible for answering the questionnaire.
Assign an Author: Select the user who will be added as the author of all documents generated from the form. Only users with template access will appear in the list.
Configuring Form Submissions
- Response Generation Options:
Use the API to generate responses.
Allow anyone to generate responses via a link.
- Restrict Access:
Specify allowed email addresses or domains (for domains use “*@domain.com” convention).
Enable optional email verification. If this is enabled users will get an email with a code they need to input before they can answer the Form.
Determine form expiration time in minutes.
- Set Submission Limits:
Daily response limits (e.g., 50, 100).
You can optionally customise the message displayed when the submission limit is reached.
Customising the User Experience
Display Form Title and Logo: This setting will ensure the form title and your organisation’s logo appear at the top of the page.
- Custom Messages:
Provide custom message after submission
Automatically accept all changes
Enable downloading of submitted documents
- Redirect URL:
Provide a URL to redirect users after submission. Users will be redirected to this website after they submit a Form.
You can modify the redirect URL later, if needed.
Tracking and Managing Forms
- Forms Dashboard:
Access the Forms dashboard via the left panel.
View all created forms and copy their links for distribution.
Activity Log: In every document generated you will see in the activity log if the document was generated via a Form, if an email was used and if this one was verified or not.
Document Details: You can easily distinguish between documents created via forms and those created manually. This information is displayed in the sidebar of the documents, along with the Form ID.
Sharing and Hosting Forms
Copy the link from the Forms editor or dashboard.
Share the link or embed it on your website for seamless user access.
Deleting Forms
Go to the main Forms dashboard.
Click the trash icon next to the form you wish to delete.
Confirm deletion. Once deleted, the link/form_id becomes inactive permanently.
For more information check the article about Forms here.
Keywords: Forms, Forms Dashboard, Form URL, Data collection