Glasscubes

Control the way information is requested, how it is received and automate follow-up processes

Secure online forms & workflow explained

Everything you need to know about requesting information using a form

Forms: The basics

Quickly set up an online form to securely request information

Creating a form

A detailed explanation of each form field and the options available

Form fields

Combine multiple actions to deliver a powerful automated solution

Form actions

Learn the different ways to distribute a form

Sharing a form

Give the members of other workspaces easy access to your forms

Linking forms across workspaces

Set a due date and add reminders to requests that are tracked

Create a new form submission request(s)

This guide will provide you with a step-by-step process for utilising a form for your clients to securely send you documents.

Secure form link for email signatures

A secure and powerful automated solution using online forms

Forms & Workflow

View completed submissions and manage requests that are in progress

Managing form submissions

Ideal for users who only want to manage their own requests

Reporting on 'your own' form submission requests

A single view to report on all of the forms within your workspaces.

Reporting on form submissions at a workspace level

Reporting and management

Find answers and get help from Intercom Support and Community Experts

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