How to create fillout form

SOP: Creating a Fill-Out Form 

 

 

 Log in to Fillout 

 

 

 Open Fillout and log in with your account credentials. 

 

 

 

 

 Start a New Form 

 

 

 Click on “Create New Form” or “+ New Form” . 

 

 

 

 

 Set Form Title & Description 

 

 

 Enter a clear title for your form. 

 

 

 Add a description or instructions for users if needed. 

 

 

 

 

 Add Questions/Fields 

 

 

 Click “Add Question” . 

 

 

 Choose field type: text, multiple choice, checkbox, dropdown, etc. 

 

 

 Enter the question and mark it as required if necessary. 

 

 

 

 

 Organize Form Layout 

 

 

 Use sections or pages if the form is long. 

 

 

 Drag and drop fields to arrange order. 

 

 

 

 

 Customize Settings 

 

 

 Enable notifications for new submissions. 

 

 

 Set submission limits or restrictions if needed. 

 

 

 Adjust privacy settings (public, internal, or private). 

 

 

 

 

 Preview Form 

 

 

 Click “Preview” to test how it looks and works. 

 

 

 Make sure all fields and instructions are clear. 

 

 

 

 

 Publish Form 

 

 

 Click “Publish” or “Share” . 

 

 

 Copy the form link or embed code to distribute. 

 

 

 

 

 Collect Responses 

 

 

 Monitor submissions in the Responses tab. 

 

 

 Export data if needed for analysis. 

 

 

 

 

 Update or Edit Form 

 

 

 Edit questions or settings as required. 

 

 

 Save changes; the live form updates automatically.