Form Settings & Configuration

Control availability, configure the submission experience, set up notifications, and enable e-signature

Written By triploft

Last updated 8 days ago

Library › Forms › Settings

All settings for a form live under the Settings tab in the form's left sidebar. Click Save Settings after making any changes.

Settings are per-form. Each form has its own availability, notifications, and submission experience configuration.

Permissions & Availability

The General Settings section controls the form's unique link and whether the form is currently accepting responses.

Unique ID

Every form gets a unique ID that forms its public URL: forms.triploft.com/your-unique-id. You can customise this ID to make the link easier to recognise and share. The field shows a green 'Available' badge when the ID is unique.

Form Availability

The Form Availability toggle controls whether the form is live. Turning it off immediately stops accepting new responses, which is useful for temporarily pausing a form without deleting it.

Stop Accepting Responses Automatically

You can also set the form to close itself automatically based on one of two conditions:

Form Availability toggle and automatic closing options

Condition	Behaviour
After a number of responses	The form closes once a set number of submissions is reached.
On specific date and time	The form closes automatically at the chosen date and time.

Submission Experience

The Submission experience section controls what clients see after they submit the form. There is also a Closed state for when the form is no longer accepting responses.

Confirmation Screen

• Confirmation screen title - the heading shown to the client after they submit. Default: 'Thank you for your submission.'

• Confirmation screen message - supporting text below the title. Use it to set expectations or next steps.

• Redirect clients to another page - optionally redirect the client to a custom URL immediately after submission.

Closed State

When a form is no longer accepting responses, clients who visit the link see the closed screen. You can customise the closed screen title and message to explain why the form is closed and what the client should do next.

Click the Preview button next to each section to see exactly what clients will see - both the confirmation screen and the closed state screen.

Email Notifications After Submission

The Email notifications section controls who gets notified when the form is submitted - the agent, the client, or both.

Agent Notifications

Toggle 'Send me email notification when a client submits the form' to receive an email each time a response comes in. Off by default.

Client Notifications

Choose one of three options for whether clients receive a confirmation email after submitting:

Option	What happens
Don't send a confirmation email	Clients receive no email after submitting. Default setting.
Send only if the client requests it	Clients are shown an option to receive a copy - they choose whether to get it.
Always send a confirmation email	Every client automatically receives a confirmation email with a link to view their submission.

E-Signature Setup

To collect a digital signature on a form, first add the E-Signature element from the General Elements section in the Form Builder. The element includes an agreement checkbox and a signature pad where clients type their name.

E-Signature element on the form canvas - includes agreement checkbox and signature input

Once added, the E-Signature element is automatically marked as required. The client must check the agreement box and type their name before submitting.

Terms & Conditions must be configured in Settings before the Terms & Conditions element can be used on the form. If not configured, the element shows a warning prompting you to add them in Settings first.