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Manage Forms

Creating a Form​

Option 1: Create from scratch​

  1. Open a project and click Forms in the section navigation.
  2. Click New Form.
  3. Enter a title and click Create.

New form

Option 2: Import from a template​

  1. Click Import Template on the Forms list.
  2. Select a form template from the organization.
  3. The template's sections and fields are copied into a new project form.

Import template

Editing a Form​

Step 1: Open the form builder​

Click a form row to open the dynamic form builder.

Form builder

Step 2: Configure sections and fields​

Add sections, define field types (text, select, file upload, etc.), and set validation rules.

New field

Step 3: Save​

Changes are saved automatically or via the Save button.

Sharing a Form Publicly​

Step 1: Click Share​

From the Forms list or form detail page, click Share.

Share link

Choose an expiry duration: 1 hour, 1 day, 7 days, or 30 days.

Copy the generated public link. The link format is /forms/:token and does not require authentication.

Copy link

Step 4: Send to client​

Share the link with the client via email or your preferred channel. Optionally configure email recipients who are notified on submission.

Submitting a Form​

Public submission​

The client opens the shared link, fills in the form fields, and clicks Submit. File uploads are supported.

Public submit

Internal submission​

Team members and client accounts can submit forms from within the app at /projects/:id/forms/:formId/submit.

Internal submit

Viewing Submissions​

After submission, form values are stored on the project form. View submitted data from the form detail page.

Submitted form

Email Notification

When a form is submitted, Dossier sends a Project Form Submitted email to configured recipients.

Deleting a Form​

  1. From the Forms list, use the row action menu or bulk delete.
  2. Confirm in the dialog.

Delete form

danger

Deleting a form permanently removes all submissions and uploaded files.