Get Started with GoFormz: Four Helpful Video Guides

We’ve handpicked four step-by-step tutorials to help you master GoFormz quickly and effectively

Learn to manage and customize the background of your digital form Template

Use the GoFormz Template Editor, our online form builder, to quickly apply changes to the background of your form Template. Using the GoFormz Page Editor, you can rapidly upload new PDF backgrounds, add design elements (like logos and images), insert new tables and sections, and more.

Check out this guide to learn how to create your first form Template.

Learn to set up a Default Form Name

Automatically apply custom names to newly generated forms, using Default Form Names. In this quick video guide, you’ll learn how to automatically add information pulled from a form (like the date, a customer name, a project name, an order number, and more) to a new form generated from your Template.

To learn more about Default Form Names, check out this blog.

Learn how to set up and manage Checkbox Groups

A Checkbox Group is a collection of individual Checkbox fields that you can easily configure to allow for single or multiple selections. Follow along with our video guide to learn how to create a checkbox group and easily customize its layout and functionality.

Explore this blog to learn more about adding and customizing Checkboxes and Checkbox Groups.

Learn how to email copies of completed forms instantly

Hand-delivering, scanning, faxing, or mailing forms wastes time and resources, and leaves room for costly error. GoFormz makes it easy to automate form routing and email forms to colleagues, clients, and supervisors instantly. Check out this quick video guide to learn how to leverage Automated Workflows to expedite and optimize completed form routing.