Getting Started
Explore beginner articles providing guidance for getting started.
7 articles
Getting started with IndyFormsA quick video introduction to IndyForms!
Creating Forms in IndyFormsLearn how to build and share engaging forms in IndyForms
Understanding Your DashboardThe IndyForms Dashboard is your personal workspace and command centre.
Creating Form RecordsIn this article we take a tour of the "Forms" page.
How to Share FormsThis guide covers how to access sharing options, choose between internal or public sharing, and automate sharing using schedules.
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.
Payment Field – Accept Payments in IndyFormsThis guide will walk you through setting up your merchant account, adding a Payment field, and managing payments inside IndyForms.