How to create a form using a template

You can use pre-made templates in Dropbox Forms to expedite the process of creating and sending forms. Templates offered by default are:

• Sample Job Application Workflow
• Form W-8BEN
• Offer Letter
• Form I9
• Background Check Authorization
• Job Application - Applicant Info
• Registration Form
• IRS W-4 Form

Learn more about creating forms.

How to use a template to create a form

To create a form from a template:

1. Sign in to Dropbox Forms.
2. Click Create form on the top left.
3. Choose a template.
   • • To use a Dropbox Forms template, click Templates.
     • To use a template from your team, click Team Templates.
     • To create a new template, click Build your own.
4. Review the form, and confirm that this is the template you’d like to use.
   • • To learn how your form will appear to recipients, click the Form tab.
     • To view how the template will appear when a recipient returns it, click the PDF tab.
     • If the form you’re using has conditional logic, learn about the flow the signer will follow by clicking the Form routing tab. Learn more about conditional logic.
5. Click Use template.
6. Add components to your form. Learn more about navigating the Dropbox Forms editor.
7. When you’re finished populating your form, click Review and Publish.
8. To send your form, click Publish & Send.
9. Click the dropdown under Select a form to send, and choose the correct form.
10. To choose whether to send the file as an attachment or a link, click the dropdown next to Email completed documents to participants via.
    • • Note: To get a notification when the form is complete, check the box next to Notify the sender or team members when complete.
11. Add the names and addresses of the recipient(s).
    • • Note: You can also send your form to multiple recipients by clicking Bulk Send.
12. To create a link that anyone can click to open and fill out the form, toggle Enable shareable link to on. Then, click Copy to share your link.
13. Click Send.

The recipient will receive a copy of the fillable form in their email. You can view the progress of all your sent forms by clicking Sent on your Dropbox Forms home page.