Organize Efficiently: Setting Up a Default Form Name

Automatically name your forms based on captured data

When creating digital forms in GoFormz, the Default Form Name feature helps your team stay organized and consistent. Instead of manually naming each new form, you can set naming rules that automatically generate titles using key data fields—such as customer names, job numbers, or dates. This ensures every form is easy to identify and track, while also reducing errors and duplicate records. 

Getting started is simple: first, learn how to turn a PDF into a fillable form, then add your desired fields, branding, and logic. From there, apply default naming conventions so every submitted form follows the same structure. With this feature, businesses can streamline workflows, improve accuracy, and save time managing form data.

To learn more about using the Default Form Name feature, visit our help documentation.

Why GoFormz?

With GoFormz, users can effortlessly transform their existing paper forms into identical digital replicas—preserving the exact look, layout, and process they’re already familiar with. This makes it easy to transition to digital without disrupting established workflows. For example, an invoice form or electronic signature form can be customized and deployed in minutes, enabling teams to track attendance, collect payments, or capture approvals with ease. GoFormz also offers powerful offline functionality, allowing users to complete forms without an internet connection and automatically sync data once reconnected. With robust integrations, such as Acumatica, Salesforce, and Procore, and customizable workflows, completed forms can be instantly routed to cloud storage platforms, project management tools, or inboxes—saving time and eliminating the need for manual data entry.