Conga Product Documentation

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Formstack: Setting up a Form

You’ll likely use certain common fields in your Formstack forms over and over. For those—and for anything else you might want—you can build your form with manual entry fields, drop-down menus, or checkboxes.

To set up a form in Formstack

  1. Create a blank form in Formstack
  2. Click the Build tab
  3. Add sections based on however you would like to organize your fields (section fields live in the left-hand panel - find them under Structural Fields within the Fields tab). You may, for example, want sections for:
    1. Contact information
    2. Product options
    3. Pricing
  4. Drag and drop fields into your sections - choose from short answer fields, drop-down lists, checkboxes, or number fields