Getting Started

📝 Note: You need access to Doc Gen Studio to follow these steps. If you do not have access, contact your system administrator.

This guide shows how to create and use your first Smartform in Doc Gen.

Step 1: Open Studio

Go to your start page
Click the Studio card

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Studio opens on Home. See Studio workspace for a tour of the screen.

Step 2: Create a Smartform

Click Create form on Home
Choose a template in the Create Form window:
- Empty Form, Letter or Contract, which come with Studio, or
- A template of your own company, if it has any
Click Preview if you want to look at a template first, and Create to start with it
Enter a Name (for example: My first Smartform)
Choose a Style, or leave the one that is selected
Click Create

The Smartform is kept in the folder you were viewing. See Create a Smartform for the details, and for the warning that Studio shows when the name is already in use.

You can also start from a file. Click Import in the Smartforms list to build a Smartform from a PDF or JSON file. See Import Smartforms.

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Step 3: Design your Smartform

You can now edit your Smartform. The menu on the left collapses to icons while you work, so the editor has the full width.

Add or update fields using the Items panel on the right
Adjust layout and content
Make sure everything looks correct before continuing

In this example, we use a simple Smartform layout to keep things easy to understand.

The Design tab with the editor in the middle and the Items panel on the right

For a tour of the Design tab, see Designing Smartforms.

Step 4: Publish and open the Smartform

In the Actions section on the left:
- Click Publish to save your changes as a new version in Development
- Click Activate to make the Smartform available
- Click Create Form to open the Smartform

Create Form opens the Create dialog, where you choose the Environment and the Language. Choose Development and click Create. If your changes are not published, or the Smartform is not active, Studio publishes and activates it for you, so you can go straight to Create Form. See Test your Smartform.

The Smartform opens in a new browser tab.

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💡 Tip:
To test an existing Smartform, open it from the All Smartforms list (click its name, or choose Edit in the row menu of the list) and click Create Form in the Actions section.
See Find and organise Smartforms.

Step 5: Fill out the form

Enter data in the Smartform
Click Submit

After submission:

The form becomes read-only for the user

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Step 6: View submitted data

Go back to the Smartform in Studio
In the bar at the top of the Smartform, click More options (the three dots in a row)
Select Records

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While you are on Records, it is shown in the bar next to Configuration. See Studio workspace.

Step 7: Review the result

In the Records tab, find the record you just submitted
Status shows Complete when the form has been submitted, and In progress when it has not
Click the Id of the record to view the submitted data

The Records list of a Smartform: each row is a record with its Id, Created by, Status, Last updated, Webhook payload and ViewPoint. Two records have the status Complete and three In progress.

For the columns and buttons in the list, see Records.

Result

You have now:

Created a Smartform
Published and activated it
Filled it out as a user
Viewed the submitted data

You are now ready to continue working with Smartforms in Doc Gen.