Assemble Forms Online
Assemble your own forms and document wizards online made easy with our document assembly engine.
What is Forms
Forms is a web-based app used to generate documents using a pre-defined templates in a wizard a-like step-by-step form. Imagine that you have two similar documents with few minor differences, with Forms you can keep only one document as template and generate desired output anytime you want. The result from filling up the form can be obtained as PDF, DOC and DOCX (more formats coming soon) or emailed to preset email addresses.
How to create Forms
In order to create your own Form it is required to create two files: docx and xml with equal names.
For example: my_form.docx
and my_form.xml
Download our form example for the further reference.
DOCX template
DOCX template is your main template which holds static data/text along with dynamic data/variables.
- Open existing or create new DOCX file;
- Now type any
TAG
(a.k.a.ID
) where you want to submit dynamic data.TAG
must be unique in order to work correctly
TAG Example:<<[myTag]>>
XML template
XML template structure is simple and divided by sections
inside root element form
. Each section
represents form/wizard step.
- Create new XML file;
- Add root element
<form></form>
; - Inside
<form>
add<step></step>
; - Now we can add
<section></section>
. Eachstep
can have as manysections
as you like. - Each
<section>
must have:- type
- id
- title
- description
- question
Where
id
=tag
name from DOCX file.
See following XML example:
<form>
<step>
<section>
<type>input</type>
<id>myTag</id>
<title>My title</title>
<question>My question?</question>
<description>Input description, question, etc</description>
</section>
<section>
<type>textarea</type>
<id>myAnotherTag</id>
<title>Another title</title>
<question>My another question?</question>
<description>textarea description, question, etc</description>
</section>
</step>
<step>
<section>
<type>dropdown</type>
<id>myDropdownTag</id>
<title>One more title</title>
<description>dropdown description, question, etc</description>
<required>true</required>
<question>One more question?</question>
<options>
<option>
<title>{option_title}</title>
<value>{option_value}</value>
</option>
<option>
<title>{option_title}</title>
<value>{option_value}</value>
</option>
</options>
</section>
</step>
</form>
This example has 2 steps, where first step has 2 questions with text input and text area and second step has one question with dropdown menu.
Supported question types
- input (text imput field)
- textarea (text area)
- dropdown (dropdown)
- checkbox (checkbox)
- radio (radio button)
- date (date picker)
Advanced settings
With advanced option you can specify required or optional questions, allow/disallow downloads and sent resulted documents to provided email addresses.
- To set any question as required just add
<required>true</required>
parameter to<section></section>
property. Setting to false means that question is optional. By default it is set as true - required. - Allowing/disallowing downloads and sending resulted documents can be achieved by added
<settings>
property inside root element<form>
, in the same way as you did for<section>
. Example:<form> ... <settings> <download> <enable>true</enable> <downloadAs>PDF, DOCX</downloadAs> </download> <email> <enable>true</enable> <emailTo>test@email.com, test@secondemail.com</emailTo> <emailAs>DOCX</emailAs> </email> </settings> ... </form>
Assemble template
Now that you have both DOCX and XML templates it is time to assemble your form. In order to assemble your final template, just zip both files into single zip.
Create forms online without registration
- Go to Online Document Assembly page.
- Click on
Upload
icon and upload a zip package. - After upload is complete, click on the
Assembly
button. - To share your form click on the button. Share form link will be copied to your clipboard.
- If download resulted document is enabled you can select one of the three available formats from dropdown and download it.
Create forms online as registered user
Registered users can assemble template(s) right from dashboard.
- Login to your account or register if you do not own one yet. It's FREE!
- Go to your dashboard.
- Go to
My Forms
section. - Click on the
Upload
button and upload a zip package. - Wait until uploading and processing is complete, then click on icon and select
Assembly
. - Complete form by going through all steps.
- Click on the Finish button to generate document with parameters you inserted during wizard steps.
- If download resulted document is enabled you can select one of the three available formats from dropdown and download it.
Responsive design
View your documents on any mobile or desktop devices from anywhere! Conholdate.app provides a responsive layout.
Cross-browser support
All major browsers such as Safari, Chrome, Firefox, Opera and Edge are supported out of the box.
Supported formats
Currently our free online document assembly supports only DOC and DOCX templates. But we are working on adding new formats.