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Getting Started

Learn the first steps that get a workspace live quickly.

This path focuses on the minimum sequence: understand the product, create the form, customize it, publish it, and review responses.

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Quick start

Move from zero to a live form

These steps cover the core workflow most teams follow on day one.

Step 1

Know the product
Start with the main docs to understand workspaces, forms, submissions, and sharing models.
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Step 2

Create a form
Use the form builder to create the first workflow and define the key fields.
Open

Step 3

Customize fields and logic
Refine the experience with validation, branching, layout, and content polish.
Open

Step 4

Publish and share
Choose the delivery channel that fits best: hosted page, embed, or custom domain.
Open

Step 5

Review responses
Check submissions, validate the captured data, and confirm the workflow works end to end.
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Next steps

Keep building after launch

Once the first form is live, expand into guides, FAQs, and product updates.

After launch

Continue with guides
Move into use-case and implementation guides once the core path is working.
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After launch

Check the FAQ
Use concise answers for recurring operational and setup questions.
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After launch

Track product updates
Review recent changes before adopting new flows or reporting differences.
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