FORM > What is a Form?

Gone are the days of paper forms and piles of files. Automate your forms with Tallyfy. Send email access to clients, have team members fill out the information necessary for a project, and find everything in one place. 

We'll walk you through creating and launching a form. Read on! 

Crafting a Form

1

Create a Form from the Library or +Create sidebar buttons. Enter your desired File Name.

2

Choose a description. Begin with instructions on the form itself. Or add some guidance on the situations that prompt the form's usage. 

3

Gather every detail with form fields specific to the information you need.

4

Find and Launch your form in the Library.

Launching Your Form

Let's take your form to the next level. Launch it into an active process. Every user assigned a task will be notified, and your form will get moving!

1

Click Launch Form. Choose a unique name that identifies the specific iteration of the form. This way, you'll be able to find it and track its progress!

2

Fill in the required form fields so that you can launch the form. 

3

Access your specific iteration in the Processes view.

4

Scroll through the form to see the completed fields. You may download a CSV* of the completed form, download, or print it. *PRO plan only

Advanced Capabilities of Forms 

Only available on PRO plans

In your Advanced Settings of the form editor window, you have even more options. Automatically launch a process when the form is completed. Send information to another program via webhooks. Explore and check out the possibilities!