📝 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.

ℹ️ Info: Use forms to centralize data collection and fuel your document workflows.

Creating a Form

To create a new form:

Navigate to Forms

Go to the Forms section in the sidebar
Create New Form

Click the Create Form button
Name Your Form

Provide a clear, descriptive name for your form

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

Select Input Type

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

Continue adding more questions as needed for your use case
Structure Your Form

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