This documentation is for Live Forms 9.1. v9.1 is a Cloud Only release. Not for you? Earlier documentation is available too.

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Forms Tutorial

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Last updated: Dec 13, 2019 by Megan Ellis

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What are we going to build?

This tutorial will introduce you to creating forms using . We'll go through some of the main features that you'll use most frequently. This is not a detailed user guide but serves as a quick introduction to the Form Designer.

What You will need:

You need either a Live Forms Online account -- signup for a 30 day trial if you don't already have an account. Or use a working Live Forms In-house software installation. If you are using In-house software you will also need to create a tenant, add a designer user to that tenant and configure email. 

Example Applications

You can download a  project (FormsTutorial_project.zip) to help with this tutorial. You'll need to first upload the project to your  user account. Follow these steps:

  1. Log into your tenant as the designer user.
  2. Click the  Add icon and select Upload Project at the top of the Projects Home Page. 
  3. Browse for the downloaded project zipfile.
  4. Do not check the Replace or Copy checkboxes.
  5. Click the Upload button.

The project is uploaded and immediately appears in your list of projects. 

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