Quick Start

Quick Start Guide

Get up and running with Dropie in just a few minutes. This guide walks you through creating your account, building your first form, and setting up automated document workflows.

30 minutes to complete

Before You Start

Required

A valid email address for your account
A sample document you want clients to complete (PDF recommended)
Basic understanding of your document collection process

Optional

•Your company logo (PNG or SVG) for branding
•Brand colors (hex codes)
•A test email address to verify workflows

Create Your Account

2 minutes

Start by creating your Dropie account. You can sign up with email or use Google/Microsoft authentication.

1.
Visit app.dropie.io/register
Click 'Get Started' or 'Sign Up'
2.
Enter your email and create a secure password
Or click 'Continue with Google' or 'Continue with Microsoft' for faster setup
3.
Verify your email address
Check your inbox for the verification email and click the link
4.
Complete your organization profile
Enter your company name and select your industry. This helps us customize your experience.

Tip: You'll start with access to basic features. Upgrade anytime to access more features and higher limits.

Common Issues

Verification email not received

Check your spam folder. If still not found, click 'Resend verification email' on the login page.

Google/Microsoft login fails

Try using email signup instead. You can link social accounts later in settings.

Explore the Dashboard

2 minutes

Take a moment to familiarize yourself with the Dropie dashboard layout.

1.
Review the left sidebar navigation
Main sections: Dashboard, Forms, Receive Pages, Workflows, Signatures, Datarooms, Client Portals
2.
Check the Dashboard overview
See recent activity, pending tasks, and quick stats
3.
Note the organization settings
Access via the gear icon in the top right - this is where you'll configure branding later

Create Your First Form

10 minutes

Build a secure form to collect information from your clients. Our drag-and-drop builder supports 20+ field types.

1.
Navigate to Forms in the sidebar
Click the 'Forms' menu item on the left
2.
Click 'Create New Form'
This opens the form builder interface
3.
Enter a name for your form
Example: 'Client Intake Form', 'Rental Application', 'Contract Request'
4.
Add a section to organize fields
Sections group related fields. Example: 'Personal Information', 'Documents', 'Agreement'
5.
Drag fields from the left panel into your section
Start with basics: Full Name (text), Email, Phone
6.
Add a File Upload field for documents
Configure: allowed file types (PDF, JPG, PNG), required/optional
7.
Configure each field
Set label, help text, required status, and validation rules
8.
Preview your form
Click 'Preview' to see how it appears to clients
9.
Save your form
Click 'Save' - your form template is now ready to use

Tip: Start simple with 5-7 fields. You can always add more later. Shorter forms have higher completion rates.

Create a Receive Page

5 minutes

A Receive Page is a secure, branded webpage where clients submit their data. No account required for submitters.

1.
Navigate to Receive Pages
Click 'Receive Pages' in the left sidebar
2.
Click 'Create New Receive Page'
This opens the receive page configuration
3.
Name your receive page
Example: 'New Client Onboarding', 'Contract Request Form'
4.
Select your form template
Choose the form you created in Step 3
5.
Configure security settings
Set expiration date (optional), submission limits (optional)
6.
Apply branding (optional for now)
You can customize logo and colors later
7.
Publish the page
Click 'Publish' to make the page live
8.
Copy the shareable link
This is the URL you'll share with clients

Tip: Share the receive page link via email, SMS, or embed it on your website. Clients don't need to create an account to submit.

Upload a Document Template (Optional)

5 minutes

If you want to generate documents automatically, upload a PDF template with placeholder fields.

1.
Navigate to Document Templates
Found under Settings or Workflows section
2.
Click 'Upload Template'
Select a PDF file from your computer
3.
Mark placeholder areas
Click on the PDF where client data should appear
4.
Name each placeholder
Example: customer_name, email, phone_number
5.
Save your template
The template is now ready to use in workflows

Tip: Use AI field detection to automatically find form fields in your PDF. It's approximately 96% accurate and saves significant time.

Set Up Your First Workflow

10 minutes

Automate what happens after a form is submitted. Generate documents, collect signatures, and send notifications automatically.

1.
Navigate to Workflows
Click 'Workflows' in the left sidebar
2.
Click 'Create New Workflow'
This opens the visual workflow builder
3.
Name your workflow
Example: 'New Client Onboarding', 'Contract Signing Process'
4.
Configure the trigger
Click on 'Start' and select your form/receive page as the trigger
5.
Add a 'Generate Document' step (optional)
Select your document template and map form fields to placeholders
6.
Add a 'Request Signature' step
Configure signer email (from form) and which document to sign
7.
Add a 'Send Notification' step
Send email notification to your team when process completes
8.
Save and activate the workflow
Click 'Save' then 'Activate' to make it live

Test Your Setup

5 minutes

Before sharing with clients, test your entire workflow to ensure everything works correctly.

1.
Open your Receive Page link in a new browser tab
Or use incognito mode to see the client experience
2.
Fill out the form with test data
Use realistic but fake information
3.
Submit the form
Click Submit and wait for confirmation
4.
Check that the workflow started
Go to Workflows and check the execution history
5.
Verify document generation (if configured)
Check that placeholders are filled correctly
6.
Complete the signature request
Check your test email for the signature link
7.
Verify notifications
Confirm team notifications are sent

Tip: Test with multiple scenarios: complete submissions, partial submissions, different file types. This catches issues before real clients encounter them.