Forms
Create structured forms to collect data for document generation
đ 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 â possibly using different templates â 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.
âšī¸ Info: Use forms to centralize data collection and fuel your document workflows.
Creating a Form
To create a new form:
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Navigate to Forms
Go to the Forms section in the sidebar
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Create New Form
Click the Create Form button
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Name Your Form
Provide a clear, descriptive name for your form
Examples: Client Onboarding Info, Employee Offer Form, Project Request Form
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Choose Input Types
Choose from the available input types to begin building your form:
- Short Answer â For brief text inputs (e.g., Name, Email)
- Long Answer â For paragraph-style responses (e.g., Job Description, Terms)
- Date â For calendar-based selections (e.g., Start Date, DOB)
Adding Questions
To populate your form with questions:
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Select Input Type
Click on the desired input type (e.g., Short Answer, Date, Long Answer)
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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
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Add More Questions
Continue adding more questions as needed for your use case
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Structure Your Form
You can organize your form with logical grouping using sections or tabs
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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.
âšī¸ 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