Visual Forms
Visual Forms allow you to embed a PDF form filling interface directly on your website. Unlike Data Requests, visual forms do not include compliance features like audit trails or authentication tracking - they’re simply a visual component for filling out PDF templates.
How Visual Forms Work
Section titled “How Visual Forms Work”- Share a linke to the visual form page for a template
/templates/<template_id>/visual_form - Users fill out the form with a visual interface that matches your PDF
- PDF is generated and available for download
Key Features
Section titled “Key Features”- Real-time preview of the PDF as users fill it out
- Field validation and formatting
- Support for all DocSpring field types
- Mobile-responsive design
- No user accounts needed
- Perfect for internal forms or non-legal documents
See the difference between visual forms and other types of forms Compare web forms, visual forms, and data requests
Template Configuration
Section titled “Template Configuration”Visual forms work with any PDF template. Key settings to consider:
Submission Privacy
Section titled “Submission Privacy”- Public: PDFs can be downloaded immediately after generation
- Private: Requires authentication to download the generated PDF
Redirect URL
Section titled “Redirect URL”Configure where users go after form submission:
- Set in template settings as default
- Override with
redirectURLoption in the query params
Next Steps
Section titled “Next Steps” Template Editor Learn how to create templates for visual forms
Embedding Visual Forms on Your Own Website Step-by-step guide to embedding visual forms on your own website
Embedded Visual Forms JavaScript API Reference Complete API reference for DocSpring.createVisualForm()