Forms lets you collect information from clients without leaving Socket, whether that's a new enquiry, an onboarding checklist, a document request or a quick survey. You build the form, share it, and the answers come straight back to you, with no separate form tool, spreadsheet and inbox to juggle. This guide is the quick tour, and we link to a dedicated guide for each area as we go.
Finding your way around
Everything lives under "Forms", with four tabs across the top:
"Forms" is where your live and draft forms live.
"My Templates" holds any templates you've saved to reuse.
"System Templates" are ready made forms for common jobs, like client onboarding, a tax return checklist or a new payroll starter.
"Generate with AI" builds a form for you in about a minute, often the quickest way to start.
Three ways to create a form
There are three ways to start:
A blank form, built from scratch.
A system template, tweaked to suit.
A form generated with AI.
Creating a form with AI
Open "Generate with AI" and either:
Describe the form in plain English, for example an onboarding form gathering ID and company details.
Upload a form you already use, such as a PDF, Word document or spreadsheet.
Hit "Generate form" and Socket drafts the sections and questions, picking sensible field types as it goes. Review and tweak anything you like, then "Create draft form" drops you straight into the builder.
š” The AI won't decide which fields are required, so give those a quick once-over before you publish.
Building from a template or from scratch
Prefer to build it yourself? Start from a template or a blank form. In the builder you add sections and drop in fields like email, phone, address, dates, dropdowns and file uploads. You can mark any field as required and use conditional visibility so a question only appears when it's relevant, for example asking for a VAT number only if someone says they're VAT registered. Our Building your form guide has the full detail.
Publishing and sharing
When your form's ready, hit "Publish". Then choose how to share it:
Public gives you a link and a QR code anyone can use, ideal for capturing new enquiries from your website or an email.
Private lets you send it straight to named clients, one at a time or in bulk.
You can switch between public and private whenever you like. Our Sharing and sending your form guide covers it in full.
Seeing your responses
As clients complete your form, every response is logged against it. You can:
See all the answers laid out in a grid.
Open any individual response.
Download any files a client has uploaded.
Export everything to CSV or Excel.
Our Viewing and managing responses guide shows you how.
Version control: edit without the worry
Need to change a form that's already live? Go ahead. Socket creates a new version rather than touching the one people are currently filling in.
š” Anyone part way through isn't affected and your existing responses stay exactly as they were. Your published form simply becomes version 2.
There's more in our Editing a live form and versions guide.