> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://projectfusion.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# safedrop 26 - forms

# 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

![Form Builder Interface](https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/image_1pzv7fi.png)
*Screenshot: The form builder showing the field palette on the left and live preview on the right*

### Adding Fields

Use the drop down button to select the type of field you want to add to your form. Available field types:

| Field Type | Description | Use Case |
| ---- |
| **Text** | Single-line text input | Names, short answers |
| **Textarea** | Multi-line text input | Comments, longer responses |
| **Email** | Email address with validation | Contact information |
| **File Upload** | Secure file attachment (up to 10GB) | Documents, images, large files |
| **Select** | Dropdown menu with options | Categories, choices |
| **Checkbox** | Consent or agreement checkbox | Terms acceptance, confirmations |
| **Description** | Display text (not an input) | Instructions, section headers |

* You must fill out ' field label ' before you click ' add field ' 
* Drag fields to reorder

![Adding Form Fields](https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/image_1ontnhx.png)
*Screenshot: Adding 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

| Setting | Description |
| ---- |
| **Allow Multiple Submissions** | Let users submit the form more than once |
| **Require Email** | Ask for submitter's email address |
| **Require Work Email** | Block personal email domains (Gmail, Yahoo, etc.) |
| **Auto Respond** | Send automatic confirmation to submitter |

### Security Settings

| Setting | Description |
| ---- |
| **Enable reCAPTCHA** | Protect against spam and bots |
| **Expiry Days** | Automatically close form after set period |
| **Security Tier** | Choose encryption level (Simple, Balanced, Secure) |

### Appearance Settings

| Setting | Description |
| ---- |
| **Thank You URL** | Redirect users after submission |
| **Hide Logo** | Remove safedrop branding |
| **Submit Button Text** | Customise the submit button label |

![Form Settings Panel](https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/image_1a4iy1e.png)
*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

![Managing Recipients](https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/image_ystrf6.png)
*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.

![Copy Form Link](https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/image_9sxcpq.png)
*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

![Embed Options](https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/image_1ixex4u.png)
*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

![Submissions List](https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/image_coz76h.png)
*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.*