SafeDrop Forms - User Guide

Learn how to create, manage, and share secure forms for collecting information and files from your users.

Overview

SafeDrop Forms lets you build custom forms to collect data and files securely. All submissions are encrypted and stored safely, with options for recipient notifications, automatic responses, and embedding on your website.

Creating a New Form

Getting Started

1. Navigate to Forms from the main menu
2. Click New Form to open the form builder
3. Give your form a title and description

Screenshot: The form builder showing the field palette on the left and live preview on the right

Adding Fields

Drag and drop fields from the left panel to build your form. Available field types:

Screenshot: Dragging a file upload field into the form

Configuring Fields

Click any field to configure it:

• Label - The question or prompt shown to users
• Required - Whether the field must be completed
• Placeholder - Helper text shown inside the field
• Options - For select fields, the available choices

Form Settings

Access form settings to customise behaviour:

Submission Settings

Security Settings

Appearance Settings

Screenshot: The form settings panel showing security and appearance options

Adding Recipients

Recipients receive notifications when someone submits your form.

1. In the form builder, find the Recipients section
2. Enter an email address
3. Click Add to include them

Recipients can be:

• Managed users - Users within your organisation
• External users - Anyone outside your organisation

Screenshot: The recipients section showing added email addresses

File Uploads

Forms can accept file uploads up to 10GB per file. SafeDrop handles large files automatically with:

• Chunked uploads - Large files are split for reliable transfer
• Progress tracking - Users see real-time upload progress
• Resume capability - Interrupted uploads can continue

Tips for File Upload Fields

• Consider adding helper text explaining accepted file types
• For very large files, inform users the upload may take time
• All uploaded files are encrypted before storage

Sharing Your Form

Once your form is saved, you have several ways to share it:

Direct Link

Copy the form URL and share it via email, chat, or any other channel.

Screenshot: The share button showing the form URL

Embed on Website

Use the embed code to add your form to any website:

1. Click Get Embed Code on your saved form
2. Choose your embed style:

• iFrame - Simple embed with customisable dimensions
• JavaScript - Auto-resizing embed for dynamic content

3. Copy the code and paste it into your website

Screenshot: The embed modal showing iframe and JavaScript options

Embed Customisation

When embedding, you can adjust:

• Width and height
• Theme (light, dark, or auto)
• Border visibility
• Font size and family
• Background colour

Viewing Submissions

Submissions Dashboard

1. Go to Forms from the main menu
2. Click on a form to view its submissions
3. Browse through all responses

Screenshot: The submissions dashboard showing received responses

Submission Details

Click any submission to view:

• All field responses
• Uploaded files (with secure download)
• Submission date and time
• Submitter email (if collected)

Downloading Files

Files submitted through forms are encrypted. To download:

1. Open the submission
2. Click the download button next to any file
3. The file is decrypted and downloaded to your device

Managing Forms

Duplicating a Form

Save time by copying an existing form:

1. Find the form in your list
2. Click the menu (three dots)
3. Select Duplicate

Deleting a Form

1. Click the menu on the form
2. Select Delete
3. Confirm the deletion

Note: Deleting a form does not delete existing submissions.

Best Practices

1. Keep forms focused - Ask only for information you need
2. Use clear labels - Make questions easy to understand
3. Add descriptions - Provide context where helpful
4. Test your form - Submit a test response before sharing
5. Enable reCAPTCHA - Protect public forms from spam
6. Set appropriate expiry - Close forms when no longer needed

Troubleshooting

Form Not Loading

• Check your internet connection
• Clear browser cache and try again
• Ensure the form hasn't expired

File Upload Failing

• Check file size (maximum 10GB)
• Try a different browser
• Ensure stable internet connection for large files

Not Receiving Notifications

• Check spam/junk folder
• Verify recipient email is correct
• Contact your administrator

Need more help? Contact your organisation's SafeDrop administrator.

Updated on: 15/01/2026