Building a basic web form

Level: beginner

 

Objective: 

Provide a guide to the basics of web form building with Hush Secure Forms.

 

6 steps to building a basic web form 

1. Open up the form builder in webmail

To access Hush Secure Forms, click on the Form Builder button at the top right of your webmail window. Then click Create form.

2. Create an empty form or start with a template

Choose Create an empty form, or if you don’t want to start from scratch, you can customize a template. Click on the Healthcare option for additional templates.

3. Drag and drop fields into your form

Whether you’re starting with an empty form or a template, you can drag and drop fields into your form. All you have to do is click on the field you want from the menu on the left, drag it to where you want it on your form, and give the field a name. You can then rearrange the fields by clicking on them and dragging and dropping them until the arrangement is what you want. 

 

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4. Add your bio, contacts, and other important information

You’ll see on the right side of your form that there is a space for you to add a photo, bio, and contact information, as well as other important information such as an emergency contact number. If you choose not to include these items, the placeholders will not appear on your published form.

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5. Save a draft or publish

Once everything on the form is the way you want it, click on the small disk icon labeled Publish at the top left of the form builder. You can choose to either Publish or Save draft from the drop-down menu.

6. Copy the public web address

When you publish your form, you’ll find the form’s public web address at the top of the form builder. You can copy and paste that address into an email or include it on your social media pages. Anyone with the link can access and fill out your form. 

Note: if you’ve added an e-signature field to your form, your form will not have a public web address. Instead, you will be prompted to Compose a  new email. Forms that you build with e-signatures must be emailed directly to the individual client for security purposes. 

 

Next steps: 

If you need extra help with building your forms, Customer Care is always happy to assist. 

Or take a look at the help articles listed below.

 

Resources: 

Embedding a secure web form into your website

Include live links with your web form

Create a "smart" subject line for your web form