Avvoka provides user-friendly Forms that can be integrated into your own websites, enabling visitors to fill out questionnaires that automatically generate documents in Avvoka with the provided information. This feature simplifies the document generation process, saving time and reducing the complexity associated with account setups and email communications. This feature is particularly advantageous for collecting data from users without granting them access to the main Avvoka platform. After creating the form, you can redirect users to a specific URL of your choosing.
Benefits of Avvoka Forms:
Easier data collection experience from third party users.
Link that can be hosted on your website without them having users going into the platform.
Forms are used to collect answers, but end users that answer them don’t see the generated document unless you enabled them to download it after.
It saves time in back to forward emails as well as prevents issues related to account creation. Questionnaires are made available directly on your website.
Your questionnaires can be white labelled with your own brand colours and logo.
Can be easily created directly in Avvoka UI, avoiding the need to use the API to create Forms.
Overall, Avvoka Forms not only facilitate easier data collection but also foster a smoother, branded interaction with your users.
Setting up Forms:
Forms need to be activated at an organisation-level. Make sure that the Forms dashboard in Avvoka is activated before you can start creating them. If you don’t see it, please reach out to your account manager so they can look into this for you.
How to Create Forms?
1. Navigate to the ‘Templates’ tab after logging into Avvoka
2. Click on ‘Forms’ present on the left panel
3. Navigate to the ‘Add New’ button to start creating a form accessing which would open a pop-up window with the following:
Name: It is the first and foremost field where you are required to name your form.
General:
Template used to generate the response: This is the first field under the general category where general details are required to be added starting with selecting the template which would be used to generate the response. Here, you are required to select a template from the drop-down list for which the form will be created.
Note: The form will always use the latest published version of the template.
Which party should submitter belong to: This is another required field where you must select a party from the template for whom the questions of the form you are creating are for/addressed to.
Which user should be added as an author to all generated documents: Here you can select which user will be added to all generated documents from the form documents as the author.
Note: The list only shows users who have access to the template.
Submissions:
How will be responses generated: There are two options to choose from regarding how responses can be generated on the form:
Require new response to be generated using API: This option allows to generate responses for the created form using the Create a Form Response API call.
Allow anyone to create a new response using a link: This option allows to generate responses for the created form using the generated link.
How many minutes before submission expires: This is also a required field where you must specify the number of minutes for which the user must fill out the form response. After this period, the session for the response will expire.
Do not require email (author participant will be used for all submissions) [Link option only]: By default, the box is not ticked, and users will need to provide their email address and accept the terms and conditions to fill out the form. Ticking this box will allow users to avoid filling out an email and accepting terms and conditions. The email of the author participant will be used for all form submissions.
Daily limit of document generations [Link option only]: You can choose the desired limit for the number of responses that can be submitted from the link per day to either 50 or 100, and so on.
Customise reached limit message [Link option only]: By ticking this option, the user will be able to provide a custom message that will be displayed when the limit of submitted responses is reached.
Display form title on the top of the page: This option helps display the Name of the form at the top of the form response page. By default, the option is ticked.
Display your organisation logo on top of the page: It displays the logo of your organisation at the top of the form response page. By default, the option is ticked.
Customise submission message: By ticking this option, the user will be able to provide a custom message that will be displayed after the form response was submitted.
Accept changes on submission: By default, the box is ticked which would help accept all changes automatically (entered answers to questions) in the document.
If the box is unticked, all entered answers in the form response will be displayed in the documents as changes.
Allow respondents to download generated document: The user would be able to download the document after submission. By default, this option is ticked.
URL to redirect users after submission: You must provide a URL address to which the user will be redirected after forms response is submitted. Make sure it starts with http:// otherwise the 'Save' button on the form remains greyed out/disabled.
The "Edit Redirect URL After Form Creation" feature allows users to modify the redirect URL of a form after it has been created, offering increased flexibility in managing form behaviour. Once a form is generated, users can access the option via the form settings to input a new URL in an editable field. This feature streamlines adjustments without requiring form recreation and is designed as a convenient, non-urgent enhancement for better form management.
After all required fields are filled in click Save to save your form.
Open the created form and copy link/form_id within the form editor.
You can also copy the link within the main index of Forms section or directly from within the form and share it with the form respondents or host it in another location like your own website so users can self serve when needed.
Note: Only users with editing rights to the template can edit the form created for this template.
Forms Dashboard:
Once a Form has been created, you can view it in your Forms dashboard by clicking the ‘Form’s tab on the left where all the created forms are stored. You can click on the URL icon
present on the same row as the form to access the generated form as depicted in the screenshot below.
Here’s how answering Forms looks like in action:
Deleting Forms:
To delete the form, click the trash button on the main index of Forms section.
The form will be deleted permanently, and the link/form_id won’t be active anymore.