Forms

Create structured forms to collect data for document generation

📝 Wraft Forms

Forms in Wraft are a powerful tool to collect structured information efficiently. Instead of manually entering data for each document, forms allow you to gather all required inputs in a standardized format from collaborators, clients, or internal teams.

Overview

Forms are particularly useful when you need to generate multiple documents — possibly using different templates — from the same data source. The data collected through these forms can be seamlessly mapped to template fields using Pipelines, ensuring automated and error-free document generation.

â„šī¸ Info: Use forms to centralize data collection and fuel your document workflows.


Creating a Form

To create a new form:

  1. Navigate to Forms

    Go to the Forms section in the sidebar

  2. Create New Form

    Create Form

    Click the Create Form button

  3. Name Your Form

    Form Name

    Provide a clear, descriptive name for your form

    Examples: Client Onboarding Info, Employee Offer Form, Project Request Form

  4. Choose Input Types

    Input Types

    Choose from the available input types to begin building your form:

    • Short Answer – For brief text inputs (e.g., Name, Email)
    • Long Answer – For paragraph-style responses (e.g., Job Description, Terms)
    • Date – For calendar-based selections (e.g., Start Date, DOB)

Adding Questions

To populate your form with questions:

  1. Select Input Type

    Click on the desired input type (e.g., Short Answer, Date, Long Answer)

  2. Configure Question

    A new tab or section will open where you can configure the question:

    • Enter the question text clearly (e.g., What is your full name?)
    • Mark the question as required if the response is mandatory
    • Set any validation rules or formatting requirements
  3. Add More Questions

    Continue adding more questions as needed for your use case

  4. Structure Your Form

    You can organize your form with logical grouping using sections or tabs

  5. Save Form

    Once all fields are configured, click Save to publish your form


Form Field Types

Short Answer

  • Use for: Names, email addresses, phone numbers, short identifiers
  • Validation: Can include format validation (email, phone, etc.)
  • Character limits: Set maximum/minimum length if needed

Long Answer

  • Use for: Descriptions, comments, detailed requirements, terms
  • Formatting: Supports basic text formatting
  • Word limits: Can set word count restrictions

Date Fields

  • Use for: Start dates, deadlines, birthdays, contract dates
  • Format options: Various date formats (MM/DD/YYYY, DD/MM/YYYY, etc.)
  • Restrictions: Can set date ranges (future only, past only, etc.)

Additional Field Types

  • Number fields: For quantities, amounts, percentages
  • Selection fields: Dropdown menus with predefined options
  • Checkbox fields: For yes/no questions or multiple selections
  • File upload: For supporting documents or images

Form Organization

Sections and Logic

  • Group related questions together in sections
  • Use conditional logic to show/hide questions based on previous answers
  • Add instructions or help text for complex questions
  • Include progress indicators for longer forms

User Experience

  • Keep forms as short as possible while collecting necessary information
  • Use clear, simple language in questions
  • Provide examples when format is important
  • Test forms with actual users before deployment

Reusability and Integration

Reusable Forms

  • Forms in Wraft are reusable across different pipelines and templates
  • You can use the same form to drive multiple documents by linking it with different templates through Pipelines
  • Editing a form will reflect in future document runs, making it easy to keep your data capture up-to-date

Integration with Pipelines

Forms work hand-in-hand with Pipelines to automate document creation at scale. The data collected through forms automatically populates the variable fields in your document templates.

â„šī¸ Info: Forms and Pipelines work hand-in-hand to automate document creation at scale.


Best Practices

Form Design

  • Use simple, clear language in your question prompts
  • Group related questions to enhance readability and logic
  • Use required flags wisely to ensure necessary data is always captured
  • Provide clear instructions for complex or formatted fields

Data Collection

  • Minimize form length to improve completion rates
  • Use appropriate field types for data validation
  • Include progress indicators for multi-step forms
  • Provide save/resume functionality for longer forms

Testing and Maintenance

  • Test the form internally before sharing with external users
  • Monitor completion rates and optimize based on user feedback
  • Regular review of form fields to ensure they remain relevant
  • Update forms when business requirements change

Common Use Cases

Client Onboarding

  • Contact information and company details
  • Project requirements and scope
  • Timeline and budget preferences
  • Communication preferences

Employee Management

  • Personal information and emergency contacts
  • Position details and compensation
  • Benefits selections
  • Training requirements

Project Management

  • Project specifications and requirements
  • Resource needs and timelines
  • Budget and approval information
  • Stakeholder contact details