Each application features its own settings that you can find within your account settings navigation. This document will focus on the settings that are available for the Forms application.

Accessing Your Forms Settings

  1. Click on your profile picture in the top-right corner. Then, click on Settings.

  2. At the top of the page, you will see two tabs titled General and Apps. Click on Apps.

  3. Then, select Forms from the column on the left.

Managing Forms Settings


Form Invitation Reminders

The first setting for your Forms app is to set up your default reminders for invitations. This will determine how frequently your account will send out a reminder for users to complete a form submission that’s been sent to them.

To modify this time period, click Edit.

Two fields will appear. The first field determines the frequency of how often you will send a reminder. For example, entering “2” means that you will send a reminder every two days.

The second field is the maximum number of days. For example, entering “30” means that you will send reminders throughout a thirty-day period. Together, this means you would send a reminder every two days over the next thirty days.

After you enter your desired time frame, click Save on the right.

Email Notifications

This will determine if you receive an email notification every time you receive a new form submission. Simply toggle this On/Off to your liking.

Tags & Categories

Tags and categories help you to better organize your forms within the forms application. You can add new tags and categories and manage your existing ones from here.

To add a tag or category, click the + icon to the right of either attribute. Enter your desired name. Then, click Create.

To manage existing categories or tags, click on the red arrow icon to the right. This will reveal a list of all of your tags or categories.

The Name contains the names of each existing tag or category.

The Count is the number of forms currently using that tag or category.

Finally, you can edit the name of a tag or category by clicking on the red pencil icon on the right.

To delete a tag or category, click on the red trash can icon.

Did this answer your question?