How do I use the Forms Page?

To access the Forms page, you must have permissions that allow you to:

• See every form in your organization, or
• Access a select number of forms you have permission to view.

Here’s a snapshot of what you can do:

To locate specific forms:

• Search Bar: Use the search bar to find forms with titles that match your keywords.
• Filter Menu: Click on Filters to narrow your search by Tag or Form Status.

Form Menu

Each form card provides essential details about the form. By clicking the three dots, you can access a menu with additional options tailored to your account’s permission level.

A  Edit Form Details

Click this to open a window where you can edit the form’s title, description, and sign-in options.

B  Disable

Use this option to temporarily turn off form submissions. Disabling a form is useful when you only want to accept submissions during specific timeframes, such as application periods or reimbursement cycles.

C  Copy Link

Select this to copy a shareable link to your clipboard. This link allows users to start a new submission for this form, making it easy to distribute the form to potential respondents.

D  View Preview

This option provides a non-functional preview link to show others what the form looks like without allowing submissions. It’s great for gathering feedback or approval before launching a form.

E  Bulk Submit

Use this feature to submit multiple submissions at once using a spreadsheet. It’s ideal for efficiently processing large batches of submissions with ease, but comes with a few catches.  Discover how Bulk Submit works and learn how to set up your form to take advantage of this powerful feature.

F  Archive

Choose this to archive forms that are no longer active or in use. Archiving helps keep your forms organized by removing outdated forms from active view.

G  Manage Tags

Manage the tags associated with your form to keep it organized and easily searchable. Tags help categorize your forms based on different criteria or projects.

Form Sign-in Options


You can control access to a form using these two switches:

1. Enabling "Sign-in required to view form" will limit access to those logged into Droplet with your organization’s domain.
2. Enabling ‘Always submit form as signed-in account’ automatically fills in the name and email fields for users. This saves time and ensures submissions are made from the authenticated user’s account.

Pro Tip!
For internal forms, such as mileage reimbursements, it’s best to enable Option 1. For forms that must be submitted by specific users, like policy acknowledgments, enable both Option 1 and Option 2 to ensure submissions come from the correct person. For external forms, like permission slips or registration forms, disable both options to allow anyone to fill them out.