How to Create Forms in a Team Workspace

This guide explains how to create new forms directly inside a Team Workspace, ensuring all team assets stay organized and accessible to the right members. Before creating anything, make sure you’re working inside the correct team: 

1. First, in My Workspace, click on the Workspace picker above the Create button. 

2. Next, select the workspace you want to contain the Form.

3. Finally, in the Team Workspace, click on the Create button.

4. From the menu that appears, choose Form.

5. Select how you want to create your form.

• Start from scratch
  Create a blank form with no predefined fields.
• Use template
  Browse and select from thousands of ready-made form templates.
• Smart PDF Form
  Upload a PDF and convert it into an online, fillable form.
• Import form
  Bring in an existing form.

The Form Builder will open in a new window or tab, and the form will be automatically saved inside the selected Team Workspace.