Form Management
Learn how to manage forms and records — from organising, archiving, and exporting, to working with the document library.
10 articles
Managing Forms (Forms Page)Learn how to manage all your designed forms from the Forms Page in IndyForms—filter, preview, share, organise into folders, and more.
Make Form Fields Filterable in IndyFormsEasily search and narrow down form responses with filterable fields.
Creating and Assigning TagsTags help you organise and filter forms and documents across IndyForms.
Pin Forms to the Dashboard for Easy AccessPinned Forms let you keep your most important forms just one click away.
Due Dates, To-Do List & CalendarLearn how automations power the To-Do List and Calendar in IndyForms, helping track due forms, manage overdue tasks, and keep on schedule.
Set Up Form Notifications: Get Alerts on New and Submitted RecordsStay on top of important activity with IndyForms notifications.
Export or Print Your FormsHow to print or save a form record as a PDF, and export form records to Excel.
IndyForms Documents (Library)A quick start guide to secure document storage and seamless collaboration.
Adding IndyForms to Your Home Screen (IndyForms App)By adding IndyForms to your home screen, you get the same experience as an app — fast, easy, and always up to date.
Can I Pre-Fill a Document and Get It Signed?Learn how to pre-fill forms or documents in IndyForms and collect signatures on specific fields — perfect for contracts, agreements, excursions, and staff sign-offs.