# The Forms guide

Set up Dbrij Forms step by step: what you need, what to press, and how you know each step worked.

Canonical page: https://dbrij.com/products/forms/guide

## Set up Forms, step by step

By the end you have a live form with its own link, and every answer lands where somebody acts on it.

Before you start, have these ready

- What you want to ask, and who will be answering.

1. ### Create a form

  Open **Forms** and press **New form**. Give it a name, such as Job application.
  [Open Forms](https://dbrij.com/forms)
2. ### Write the questions

  Describe the form in a sentence and the questions are drafted for you, or add them yourself. Open a question and use Show only when so it appears only when an earlier answer calls for it, and a page can skip ahead when it does not apply.
3. ### Say what an answer becomes

  On What it creates, choose where each answer goes: a candidate and a task, a lead in the pipeline, a support ticket.
4. ### Publish and share

  Press **Publish**, then open **Share**. Copy the link, download the QR code, or paste the embed code into your own website.

  You will know it worked when the link opens your form for anyone.
5. ### Watch the answers arrive

  Responses lists every answer, and Waiting on you collects the ones that need a decision.
  [Open Waiting on you](https://dbrij.com/forms/waiting)

## Questions people ask

### Do people need an account to answer?

No. Anyone with the link can answer. Under Settings, One response per person asks people to confirm their email or phone first, and takes one answer from each.

### Can I change a form after publishing?

Yes. Edit it, then press Publish changes. Answers already given stay filed as they were.

### Can answers go straight to my spreadsheet or team chat?

Yes. On What it creates, turn on the live spreadsheet link, or add a chat channel or a webhook. Every new answer is sent the moment it arrives.

### Can people finish later?

Turn on Save and finish later in Settings. People get a link, by email if they like, that brings them back to where they were.

## How each part works

### [What Forms is](#what-forms-is)

Forms collects answers and turns each one into the work it stands for: a task somebody owns, a lead in the pipeline, a ticket with a clock running. Not a row in a spreadsheet nobody opens.

### [Good to know](#good-to-know)

- What the answers say summarises every response, and Drop off shows where people give up.
- Settings holds the welcome and thank you screens, email alerts for your team, a confirmation email for the person answering, quizzes, a password, and other languages.
- Calculations work out totals and prices from earlier answers as people fill the form in.
- Download every response as CSV or Excel, or one response as a PDF.
- When Forms is on a paid plan, its Billing page is in the Forms menu.
