Create a form from its name or a template

Start with a form name when you know what information you need but do not have an existing source. Choose a template when an existing example is close to your workflow. In both cases, review the result before sharing it with respondents.

Generate from a name

1. Open Name your signature form, or choose Enter your form name from the main chooser.
2. Enter a concrete purpose, such as “Equipment request with employee signature.” Avoid putting real employee or patient details in the form name.
3. Choose Generate and review the outline. Check the question types, required fields, signer role and document wording.
4. Use the outline editing prompt to request a focused change. For example: “Add a required equipment description and an optional delivery note.” Review the resulting change before proceeding.
5. Continue to the editor and confirm the form title, email field, signature settings and final submission behavior.

Start from a template

Open Formesign templates and choose an example suited to the task. Read the questions and agreement text before using it. A matching title does not establish that the template already includes your approval chain, reminders, Drive destination or notification recipients.

When you create your own version, inspect every visible and conditional section. Replace sample instructions with your organization's approved text. If an assessment template contains a calculation, verify the included fields and scoring against the instrument you intend to use.

Review before distributing

Preview the complete path with fictional data, then open the shared link. If your current document must retain precise wording or layout, use PDF import instead of asking generation to recreate it.