How to Create a Workflow in Dropbox Forms

Dropbox Forms is free! Try it out!

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The latest version of Dropbox Forms makes it incredibly simple for anyone(technical or not) to create and launch document workflows. Plus, there’s a free plan which gives you the perfect opportunity to play around with the product to see what document processes you can improve.

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This post will walk you through how to create and launch your very first workflow using Dropbox Forms's drag-and-drop interface.

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Note: If you’re an existing Dropbox Sign customer you already have a Dropbox Forms free account. Simply use your Dropbox Sign credentials to log into your Dropbox Forms account here. If you’re a new user you can easily sign-up for a Dropbox Forms free account here.

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Ready? Let’s get started!

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Navigating Your Dropbox Forms Portal‍

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Before we start building, let’s walk through the basics inside the Dropbox Forms portal. The Dropbox Forms portal is where customers go to create and launch workflows with simple drag-and-drop functionality.

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When you first log into the portal, you’ll be taken to the “Workflow Library” screen. Here you can see when you last made edits to a workflow and when a workflow was last published. You’ll also be able to edit and delete workflows from this page.

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Some other menu options within the Dropbox Forms portal include creating a new workflow (“Create Workflow”), launching an existing workflow (“Launch Workflow”), viewing status of launched workflows (“Transactions”) and managing permissions and access rights (“Team”).

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For this tutorial we’ll mainly in the “Create Workflow” and “Launch Workflow” tabs.‍

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Building & Launching a Workflow in Dropbox Forms

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To kick-off the creation process, you’ll first want to navigate to the “Create Workflow” option on the left-hand side of your Dropbox Forms portal.

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From there you’ll be prompted to name your workflow. You’ll also be asked to add participants to your workflow.

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The example document we’ll use in this tutorial is a sample Non Disclosure Agreement (NDA). We’ll assume this is an NDA new hires must fill out prior working with a company. Keep in mind, unlike an eSignature solution, Dropbox Forms can be used to automate a wide range of document-centric processes not just those that require signature.

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Once you’ve completed the initial prompts you’ll be taken to a screen where you can begin the first step in creating a workflow: build.

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We have a series of short videos to show you exactly how to complete the workflow process in four easy steps.‍

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Step 1. Build

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The first step of creating your workflow will be to build your form.

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Step 2. Map

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After building your form, it's time to map the form components to your document.

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Step 3. Preview

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You're almost ready to launch! It's time to preview everything to make sure it looks great.

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Step 4. Launch

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Launch time! Your workflow is ready to send.

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Ready to Get Started?

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We hope this post gave you a good sense of what you can accomplish with Dropbox Forms. Start creating and launching your first workflow today by logging into your Dropbox Forms account here or signing up for a free Dropbox Forms account here.

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If you want to learn more advanced functionality of Dropbox Forms, be sure to check out some of our other videos:

• Dropbox Forms Advanced Topic - Document Generation
• Dropbox Forms Advanced Topic - Merge Fields
• Dropbox Forms Advanced Topic - Multi-Participant Workflows
• Dropbox Forms Advanced Topic - PDF Preview

Happy building!