Filevine Forms is a tool that allows you to utilize many different formats of questions and statements to gather information from either the VineConnect Client Portal or from the public to create a new Filevine project.

When you first navigate to this page you still select Add New Form which will take you to a new page to format your Form:

You will first name the form to indicate the purpose of it for you and your clients, and a description if you feel it would be helpful to add additional context. You can also set a Success Message to display on form submission. This is a rich-text capable editor, so you can add headings, links, images, and of course, embeddable videos. When you're ready for your form to begin accepting submissions, toggle it to Eligible.

Next you will choose your Form Type which will indicate if you'd like this form to be used by your clients from within the Client Portal, which will sync the data back to the Filevine Project from which the client accessed the form; or, to make your form public outside of the Client Portal:

If you choose Public Forms you will see additional options populate so that you can determine if you'd like a Filevine Project created upon submission, or if you would like to allow a public form response to Sync to an existing Filevine Project. If you do not select either of these it will default to sending submitted forms to the admin email:

When you begin building the Form, you will choose the format of question/statement you'd like to use. Here are your Field Type options:

Once inserted each of these formatting options can be removed, edited, or copied on the same Form:

Each Field Type offers a variety of customizations when accessible when you Edit the field (indicated by the "pencil" icon.)

For each Field Type, you can create or edit the Label (what the form submitter sees as the title of the question), and Placeholder which is the text that will appear within the Field Value.

NOTE: Use Placeholders as prompts for the type of answer you might expect for that Field Type.

Rows indicates the size of the Field Value. The higher the whole integer you provide, the larger (longer) the Field Value will be. For example, a row of "3" is going to be a smaller field than "5", or "10".

Each Field Type offers different customizable options, so be sure to click the Edit icon on each Field Type you create so can utilize the Field to it's fullest functionality.

You can re-arrange each of these Field Types in any order you would prefer by just dragging and dropping them once they are inserted.

"Current Clients" Form Type means that the Form is only available from within the Client Portal. The Form the Client completes and submits will be associated with the project within which they completed the Form.

NOTE: There is no reason to include duplicative form fields for data that is already in Filevine: which as Name, Phone Number, Email, Project Name, etc. Instead, keep your forms streamlined and easy for the Client to use - only ask questions that you are collecting new information for.

If you choose Public Forms, you'll have the option of telling VineConnect that you want a project created each time a form is completed or sync to an existing project.

Because Public Forms allow you to automatically create Clients and Projects based on form submissions, this tool can be an incredibly powerful way to automate intakes or onboard new clients or projects.

To create a new Filevine Project with each Form submission, you'll first have to indicate which Project Type this Form should utilize. Only one Filevine Project Type can be chosen per form:

Public Forms automatically inserts four fields. This is the minimum information required to create a Filevine Project and thus necessary for the Form. The option to map the fields highlighted below will additionally map these fields elsewhere in your Project Type Template, if you'd like:

When you create a new Form Field (form questions), you will then see there are Field Numbers that populate next to this option. This number corresponds to the Form Field sequentially, and allows you to map that Field Value on Form submission to any matching Customs Editor field in the Project Type Template you select.

You can only map Field Types to one Project Type Template at a time. For each question check the box to map that Field and choose the Static Section, and Field to route through the Filevine API:

When you are ready to either test or send your Form you will want to first Save Form. There is also the option to clear the form if you need a fresh start:

Once you Save your Form it will show up on your Form List like so:

This area allows you to make the form Eligible with the toggle and take actions such as Editing (which navigates you back to the Edit page), detailed view of your Responses (the eyeball icon), and deleting the entire Form (trashcan icon).

For Public Forms, you'll see an additional icon for the Public Form URL that you can use to actively promo across you web. Push web traffic to this URL from your website, social media, or Google Ads:

When a Client logs into the VineConnect Portal they will see these Forms in their Menu options.

They will then select the Form from the Form List to fill it out.

Once a Client navigates to the Form, they will fill out the statements/questions and will not be able to submit if there are required fields left empty.

Once submitted you will see their response in 2 places: the Action option in the Form List, or in the Logs. Logs are exportable as well:

Form Submission is an available notification setting in Client Portal settings, and soon will be integrated into Automated Workflows. Please let us know if you have feedback!