Socket

How to view and manage Forms responses in Socket: the Recipients and Answers tabs, the response grid, responses by version, and exporting to Excel or CSV.

Viewing and managing responses

How to share and send a Socket form: public or private, copying the public link and QR code, sending to a single client from their record, and bulk sending to…

Sharing and sending your form

How editing a live form works in Socket: editing creates a new version while the published form stays live, previous versions and their responses are kept, and the public link…

Editing a live form and versions

How to build a Socket form with Generate with AI: describing the form you want, uploading and blending an existing form, reviewing and re-prompting, and moving the draft into the…

Generating a form with AI

How Socket lets you know when someone submits a form, including in-app notifications and optional email and Slack alerts.

Getting notified about form responses

A quick tour of Forms in Socket: build a form from scratch, from a template or with AI, then share it and see your responses.

Getting Started with Forms

How to build a form in Socket: adding sections and questions, the field types available, field settings, conditional visibility, file uploads, and previewing before you publish.

Building your form

Simon Evans

Socket Forms

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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