Automate
Build smart, dynamic documents without writing code
6 capabilities
FormWiz is a low-code builder for creating documents that respond to what people type. Add questions, validations, rules, and functions so a document adapts as it's filled out, with no programming required. Place fields onto the document with drag and drop, and preview the result as you go. Panels, categories, and typed fields keep even complicated documents organized, and test mode lets you confirm everything behaves before you publish. The payoff is fewer errors, cleaner data, and faster rollout, which is why it works well for HR, banking, leasing, education, and any onboarding that runs through several steps.
Build interactive documents that change based on what the user enters, whether onboarding forms, agreements, applications, or more involved workflows. There's no code to write, and the built-in logic keeps the experience smooth for whoever fills it out.
Add the field types you need (text, number, dropdown, file upload, signature, and others) and group them into categories and panels. Fine-grained settings on each question keep the data you collect structured and accurate.
Use built-in validations or your own functions to enforce rules and run calculations. Bad entries get caught before they're submitted, and users get pointed in the right direction as they type, which keeps your data clean.
Show or hide fields and sections based on earlier answers. The document reveals only what's relevant, so it feels responsive, stays uncluttered, and is quicker to complete.
Drag form fields onto a printable PDF to control exactly where everything lands, with your branding and structure intact. The output is clean and ready to sign, which matters when you're in a regulated field.
Run through a document before it goes live to check the logic, layout, and behavior. Trainers and admins can validate a flow end to end and catch problems well before anyone in production sees them.
Add questions, logic, and layout in the builder, test the flow, then publish it for signing or data entry—without writing code.
Choose field types such as text, numbers, dropdowns, uploads, and signatures. Group them into panels so longer forms stay organized.
Require certain answers, run calculations, and show or hide sections based on what someone enters. The form adapts as they work through it.
Drag fields onto the PDF so answers land in the right spots. Branding and layout stay consistent with your printable or signing output.
Walk through the document in test mode before it goes live. Confirm logic, layout, and validations behave the way you expect.
Release the document for templates, envelopes, or template links. Teams reuse the same smart form instead of rebuilding it each time.
Practical answers about building forms in FormWiz, conditional logic, testing, and publishing documents for your team.
No. You build forms in a visual editor with drag-and-drop fields, validations, and rules. Complex logic is configured in the UI, not in a programming language.
Yes. Rules and conditions control which sections appear as someone fills out the form. That keeps long documents shorter and easier to complete.
Yes. Preview and test mode lets you run through the full flow and catch layout or logic issues before you publish.
Text, numbers, dates, dropdowns, file uploads, signatures, and more. You can group fields into categories and panels for multi-step workflows.
Yes. Once published, the document can sit inside a template or envelope and follow the same routing and signing rules as any other file in SignPaperless.
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