Secure Forms & Receive Pages
Collect sensitive client information and documents through encrypted forms. Replace insecure email attachments with professional, branded forms that clients can submit without creating an account.
Dropie's form builder lets you create secure, branded forms to collect any type of data from clients. All submissions are encrypted and stored securely. Forms can trigger automated workflows for document generation and signatures.
Key Benefits
- Replace insecure email attachments with encrypted file uploads
- No account required for clients to submit
- Support for files up to 1GB per upload
- Automatic validation prevents incomplete submissions
- Trigger workflows when forms are submitted
Key Features
Drag-and-Drop Form Builder
Build professional forms without coding using our visual editor. Drag fields from the library and configure them with clicks.
20+ Field Types
Support for text, email, phone, file uploads, digital signatures, addresses, dates, dropdowns, checkboxes, ratings, and more.
Encrypted Submissions
All form data is encrypted using AES-256 before storage. Data remains encrypted at rest and is only decrypted when accessed by authorized users.
Large File Support
Clients can upload files up to 1GB per upload. Multiple files can be attached to a single form submission.
Conditional Logic
Show or hide fields based on previous answers. Create dynamic forms that adapt to client responses.
Custom Branding
Apply your logo, colors, and styling to forms. Clients see your brand, not ours.
Supported Field Types
Basic Input
Text
Single line text input
Email with automatic validation
Phone
Phone number with country code formatting
Number
Numeric input with min/max validation
URL
Website URL with validation
Textarea
Multi-line text for longer responses
Selection
Dropdown
Single selection from a list
Radio
Single choice with all options visible
Checkbox
Multiple selections allowed
Multi-select
Multiple selections from dropdown
Date & Time
Date
Date picker with calendar
Time
Time picker
DateTime
Combined date and time
Files & Documents
File Upload
Upload files up to 1GB each
Bulk Upload
Upload many files at once with drag-and-drop
PDF Viewer
Display a PDF with acknowledgment checkbox
Advanced
Digital Signature
Draw or type signature on the form
Address
Full address with optional autocomplete
Rating
Star rating or numeric scale
Slider
Range selection with visual slider
Layout & Display
Heading
Section headings and titles
Divider
Visual separator line
Text Block
Display formatted text
Receive Pages
Receive Pages are secure, public-facing webpages where clients submit their forms. Each page has a unique URL that you share with clients.
No Login Required
Clients don't need to create an account. They simply open the link and submit.
Secure URLs
Each receive page has a unique, unguessable UUID-based URL that can't be enumerated.
Expiration Dates
Set pages to expire after a certain date. Perfect for time-sensitive collections.
Submission Limits
Limit the number of submissions per page. Useful for limited-time offers or capacity management.
Custom Branding
Apply your brand colors, logo, and styling. Clients see your brand, not Dropie's.
Mobile Friendly
Forms work perfectly on phones and tablets with responsive design.
Progress Saving
Clients can save progress and return later to complete long forms.
Security Levels
Basic
Standard encryption for general data collection
Standard
Enhanced security with email verification
Enhanced
Additional security for sensitive data
Dataroom
Maximum security for highly sensitive documents
Field Validation
Configure validation rules to ensure data quality and reduce back-and-forth with clients.
Required
Field must be filled before submission
Min/Max Length
Limit text length (characters)
Pattern (Regex)
Match custom patterns
File Types
Restrict allowed file extensions
File Size
Maximum file size per upload
Email Format
Valid email address validation
Phone Format
Valid phone number validation
Date Range
Restrict to past/future dates or range
Number Range
Minimum and maximum numeric values
Workflow Integration
Form submissions can automatically trigger workflows to process submissions without manual intervention.
- Generate documents from submitted data using templates
- Send documents for e-signature automatically
- Create or update client records in your database
- Send email and SMS notifications to your team
- Collect payments via Stripe integration
- Grant access to client portals
- Create tasks for team members to follow up
Tutorials
Tutorial: Creating Your First Form
Step-by-step guide to building a secure form from scratch
Access the Form Builder
- •Log into your Dropie dashboard
- •Click 'Forms' in the left sidebar
- •Click the 'Create New Form' button in the top right
- •Enter a name for your form (e.g., 'Client Intake Form')
- •Optionally add a description that will appear at the top of the form
Add Form Sections
- •Click 'Add Section' to create your first section
- •Name it something descriptive like 'Personal Information'
- •Sections help organize long forms and improve completion rates
- •You can add multiple sections - consider grouping related fields together
Add Form Fields
- •Click on a section to expand it
- •Click 'Add Field' or drag a field type from the sidebar
- •Choose the appropriate field type for your data
- •Configure the field label (what the user sees)
- •Set the field as Required or Optional
- •Add help text to guide users on what to enter
Configure Field Validation
- •Click the gear icon on any field to access settings
- •Set validation rules appropriate for the data type
- •For text fields: set minimum/maximum length
- •For file uploads: specify allowed file types and size limits
- •For email/phone: validation is automatic
- •Add custom error messages to help users fix mistakes
Preview and Test
- •Click the 'Preview' button to see your form as clients will see it
- •Test all fields by entering sample data
- •Try submitting with missing required fields to verify validation
- •Test on mobile view to ensure responsive design
- •Make adjustments based on your testing
Save Your Form
- •Click 'Save' to save your form template
- •Your form is now ready to be linked to a Receive Page
- •You can edit the form anytime - changes apply to future submissions
Tutorial: Setting Up Conditional Logic
Create dynamic forms that show/hide fields based on user responses
Plan Your Conditional Flow
- •Identify which fields should only appear in certain conditions
- •Example: Show 'Company Name' field only if user selects 'Business' account type
- •Example: Show additional insurance fields if user has selected 'Full Coverage'
- •Map out the logic before implementing
Create the Trigger Field
- •Add the field that will control the conditional logic
- •This is typically a dropdown, radio button, or checkbox
- •Example: Add a 'Type of Account' dropdown with options 'Personal' and 'Business'
- •Save the field - you'll reference it in the next step
Create the Conditional Field
- •Add the field that should appear conditionally
- •Click the gear icon to access field settings
- •Find the 'Conditional Logic' or 'Show/Hide' section
- •Enable conditional display
Set the Condition
- •Select the trigger field from the dropdown
- •Choose the operator (equals, not equals, contains, etc.)
- •Enter the value that triggers display
- •Example: Show this field when 'Type of Account' equals 'Business'
- •You can add multiple conditions with AND/OR logic
Test the Logic
- •Preview your form
- •Select different options in the trigger field
- •Verify the conditional field appears/disappears correctly
- •Test all possible combinations if you have multiple conditions
Tutorial: Configuring File Uploads
Set up secure file collection with proper validation
Add a File Upload Field
- •Drag the 'File Upload' field type into your form
- •Name it clearly (e.g., 'Upload Driver's License', 'Attach Contract')
- •Add help text explaining what files are needed
Configure Allowed File Types
- •Click the gear icon on the file upload field
- •Find 'Allowed File Types' in settings
- •Select which file types to accept
- •Common configurations:
- •- Documents: PDF, DOC, DOCX
- •- Images: JPG, PNG, GIF
- •- ID Documents: PDF, JPG, PNG
- •- All files: Leave unrestricted
Set Size Limits
- •Configure maximum file size (up to 1GB per file)
- •Set based on expected document types:
- •- Photos/IDs: 10-25 MB is usually sufficient
- •- Scanned documents: 25-50 MB
- •- Large files (CAD, video): Up to 1 GB
- •Smaller limits improve upload speed and user experience
Configure Multiple Files
- •Enable 'Allow Multiple Files' if users need to upload several documents
- •Optionally set minimum and maximum file count
- •Example: 'Upload 2-5 photos of the property'
- •Users can drag and drop multiple files at once
Add Clear Instructions
- •In the field description, specify exactly what's needed:
- •- What document type
- •- Required quality (e.g., 'clear, readable scan')
- •- Any specific requirements (e.g., 'all pages must be visible')
- •Good instructions reduce back-and-forth with clients
How-To Guides
How to Clone an Existing Form
- 1.Navigate to Forms in the sidebar
- 2.Find the form you want to clone
- 3.Click the three-dot menu (⋮) on the form card
- 4.Select 'Duplicate' or 'Clone'
- 5.Enter a new name for the cloned form
- 6.Edit the cloned form as needed
- 7.The original form remains unchanged
Use case: Useful when creating variations of forms for different clients or scenarios
How to Reorder Form Fields
- 1.Open the form in the editor
- 2.Hover over the field you want to move
- 3.Click and hold the drag handle (⋮⋮) on the left side
- 4.Drag the field to its new position
- 5.Release to drop the field
- 6.Fields can be moved within sections or between sections
- 7.Save your changes
How to Add Descriptions and Images to Forms
- 1.Use the 'Heading' field type to add section titles
- 2.Use the 'Divider' field to create visual separation
- 3.Add 'Text Block' fields for longer instructions
- 4.Text blocks support basic formatting (bold, italic, links)
- 5.Position description fields above the fields they explain
How to Export Form Submissions
- 1.Navigate to Forms in the sidebar
- 2.Click on the form to view submissions
- 3.Click the 'Export' button in the top right
- 4.Select export format (CSV, Excel, or JSON)
- 5.Choose which fields to include
- 6.Select date range if needed
- 7.Click 'Download' to export the file
Exported files contain form data but not uploaded files. Download files separately from individual submissions.
How to Embed a Form on Your Website
- 1.Create a Receive Page for your form
- 2.Go to Receive Page settings
- 3.Find the 'Embed' section
- 4.Copy the embed code (iframe snippet)
- 5.Paste the code into your website's HTML
- 6.Adjust the iframe dimensions as needed
- 7.The form will appear embedded on your page
Common Use Cases
Client Intake Form
Collect new client information including contact details, ID documents, and consent
Workflow: Create client record → Generate welcome packet → Send to client portal
Document Collection
Request specific documents from clients for processing
Workflow: Notify team → Create task for review → Update client record
Contract Signing Request
Collect client details and immediately generate a contract for signature
Workflow: Generate contract → Send for signature → Notify sales team
Rental Application
Comprehensive rental application with documents and references
Workflow: Create applicant record → Generate application summary → Create review task
Best Practices
Organize with Sections
Group related fields into sections (e.g., 'Personal Information', 'Contact Details', 'Documents'). This improves completion rates by making forms feel less overwhelming.
Mark Required Fields Strategically
Only make fields required when truly necessary. Too many required fields increase abandonment. Clearly indicate optional fields.
Provide Clear Help Text
Add descriptions to explain what information is needed, especially for uploads. Example: 'Upload a clear photo of your ID - front side only'
Use Appropriate Field Types
Use email fields for emails (enables validation), date pickers for dates (prevents format errors), etc. Proper field types improve data quality.
Keep Forms Focused
Only ask for information you actually need. Shorter forms have higher completion rates. Consider splitting long forms into multiple pages.
Test Before Publishing
Always preview and test your form before sharing with clients. Test on mobile devices too.
Use Conditional Logic
Hide irrelevant fields to keep forms short. Show additional fields only when needed based on previous answers.
Set Clear Expectations
Let clients know how long the form will take and what documents they'll need before they start.
Troubleshooting
Form won't save
- Check that all required field configurations are complete
- Ensure field names don't contain special characters
- Try refreshing the page and re-saving
- Check your internet connection
Conditional logic not working
- Verify the trigger field comes before the conditional field
- Check that the condition value matches exactly (case-sensitive)
- Preview the form to test - conditional logic only works in preview/live mode
- Ensure you've saved the form after adding conditions
File uploads failing
- Check that the file is under the size limit (1GB max)
- Verify the file type is allowed in field settings
- Try a different browser if issues persist
- Check your internet connection stability for large files
Form submissions not appearing
- Verify the Receive Page is published and active
- Check that the page hasn't expired or reached submission limits
- Look in the correct form's submissions tab
- Check if any workflow errors occurred during processing
Frequently Asked Questions
Can clients save progress and return later?
Yes, clients can save their progress on long forms. A unique link is generated that allows them to return and continue where they left off. Progress is saved automatically as they fill in fields.
What happens if a client loses their internet during upload?
For large file uploads, the system supports resumable uploads. If connection is lost, the upload can resume from where it stopped when the client reconnects.
Can I edit a form after people have submitted?
Yes, you can edit form templates anytime. Changes apply to future submissions only - existing submissions retain the original data and structure.
How do I collect payments with forms?
Payment collection is done through workflows, not directly on forms. Create a workflow that triggers on form submission and includes a 'Collect Payment' step using Stripe integration.
Can I use the same form for multiple receive pages?
Yes, a single form template can be linked to multiple receive pages. This is useful for tracking submissions from different sources or campaigns.