This article contains the basic information you need to know about creating or updating a form in Penneo. You will be able to find links to different parts of creating/updating a form template below.
If your company does not have access to forms, please reach out to your contact person at Penneo or our customer success department at email@example.com.
- When creating a form template, that form will only be editable on users with access to webforms. Although multiple users can utilize the webform with the link provided, only the owner of the webform will receive notifications when a form has been successfully filled out and signed. Therefore, we recommend creating a new shared user with a general email address, for example firstname.lastname@example.org.
- Any user with access to webforms can edit the forms in your template list. However, the webform owner will remain the same. You do not need to revoke the public access to the webform when editing, the changes will take effect immediately. If you revoke the access, you will generate a completely new link when making it public once again.
- The font used for the input fields is Helvetica, 10pt.
Penneo forms are on a public URL. Each form template has its own unique URL for that specific link. A URL will look like this:
You can take this URL and set it up on your web page or in an email for example. When users click on the link they will be forwarded to the webform.