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Update the new features of Anonymous Form
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docs/Forms/Anonymous_Form.md

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# How to Use Anonymous Forms?
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This guide explains the complete process of creating an anonymous form, generating a public link, collecting responses without login, and reviewing submitted data within the system.Anonymous Forms allow anyone with the public link to access and submit the form without authentication.<br>
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Follow the step-by-step instructions below to create, share, manage, and review anonymous form submissions in Doculan.
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---
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## Step 1: Create a New Anonymous Form
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- Navigate to the **Doculan Dashboard** and open the **Forms** module from the main menu.
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- Click **Create New Form** to start designing the anonymous form.
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**Enter the following details:** <br>
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- Form Title<br>
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- Form Description (optional)<br>
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- Upload Destination folder
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- From the left-side panel, drag and drop the required form fields into the form builder area.
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**Available field categories include:**
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|Category | Available Fields|
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|---------|-----------------|
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|BASIC |Text, Number, Email, Date, Textarea|
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|CHOICE |Radio Button, Dropdown, Checkbox|
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|ADVANCED | File Upload|
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- Enable the Public option to allow users to access the form without login.
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<img src="screenshots\Anonymous-form\Anonymous-Form.png" alt="Step 1 — Create the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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> After configuring the form, click Generate Link to continue.
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---
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## Step 2: Configure Public Access Settings
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- After clicking **Generate Link**, the system automatically opens the anonymous form management page.
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- Navigate to the **Manage Link** tab available in the top section of the page.
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- If no expiry date is configured, the form link remains active indefinitely.
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- Click **Generate Public Link** to create the anonymous form URL.
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### Configure the following options:
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| Option | Description |
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|--------|-------------|
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| Expiry Date | Set the date and time when the form link should expire |
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| Never Expire | Keeps the form link active permanently |
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| Allow Resubmit | Allows the same email address to submit multiple responses |
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| Redirect URL | Redirects users to another page after submission |
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<img src="screenshots\Anonymous-form\Anonymous-Form-gnerate-link.png" alt="Step 2 — Configure Public Access" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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>“Anyone with this link can fill and submit the form without logging in.”
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---
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## Step 3: Generate and Share the Public Link
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- Once the link is generated, the system displays:
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- Public Form URL
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- Link Status *(Active / Inactive)*
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- Expiry Date and Time *(if configured)*
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- Users can:
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- Open the form directly
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- Copy the public link
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- Share the form through email, chat, or social media
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- Activate or deactivate the form link anytime
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<img src="screenshots\Anonymous-form\Anonymous-Form-public-link.png" alt="Step 3 — Public Link Management" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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> The above screenshot represents how to manage and share the generated anonymous form link.
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---
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## Step 4: Share the Form Using QR Code
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- Navigate to the **QR Code** tab.
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- A QR code is automatically generated for the anonymous form.
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- Users can scan the QR code using mobile devices to directly open the form.
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- Click **Download QR Code** to save the QR image for sharing.
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<img src="screenshots\Anonymous-form\Anonymous-Form-QR.png" alt="Step 4 — QR Code Sharing" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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> The above screenshot represents how to generate and share the anonymous form QR code.
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---
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## Step 5: Fill and Submit the Anonymous Form
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- The users opens the public form link or scans the QR code.
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- The anonymous form page displays all configured fields.
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### The respondent:
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- Enters their email address
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- Fills all required fields
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- Completes the reCAPTCHA verification
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- Clicks **Submit Form**
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<img src="screenshots\Anonymous-form\Anonymous-Form-recapcha.png" alt="Step 5 — Fill Anonymous Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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> The above screenshot represents how users fill and submit anonymous forms.
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---
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## Step 6: Successful Submission
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- After clicking **Submit Form**, the system processes the submission successfully.
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- If a **Redirect URL** is configured, the respondent is redirected automatically.
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- A success confirmation message is displayed after submission.
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<img src="screenshots\Anonymous-form\Anonymous-Form-submission.png" alt="Step 6 — Submission Success" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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> The above screenshot represents a successful anonymous form submission.
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---
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## Step 7: Review Form Submissions
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- Navigate to the **Forms** section and open the required anonymous form.
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- Click the **Submissions** tab.
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- Click **Refresh** to load the latest responses.
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### The submissions table displays:
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| Column | Description |
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|--------|-------------|
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| Email | Submitter email address |
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| Last Submission | Latest submission date and time |
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| Submissions | Number of submissions from the same email |
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<img src="screenshots\Anonymous-form\Anonymous-Form-submission-list1.png" alt="Step 7 — Review Submissions" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;"><br>
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<img src="screenshots\Anonymous-form\Anonymous-Form-submission-list2.png" alt="Step 7 — Review Submissions" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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> The above screenshot represents how to review anonymous form submissions inside the system.
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---
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## Step 8: Access Anonymous Form Management Options
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- After creating a anonymous form, the form will appear in the **Forms List** with an **Anonymous** label beside the form name.
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- Click the **Actions (⋮)** menu of the anonymous form.
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### The Actions menu contains:
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- **View** → Open the form details
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- **Clone** → Create a duplicate copy of the form
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- **Public Link** → Access public form management options
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<img src="screenshots\Anonymous-form\Anonymous-Form-public-link-2.png" alt="Step 3 — Anonymous Form List" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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- Click **Public Link** to access:
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- Public Form Link
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- QR Code
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- Submissions
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- Integration Settings
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<img src="screenshots\Anonymous-form\Anonymous-Form-submission-list-1.png" alt="Step 3 — Anonymous Form List" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;"><br>
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<img src="screenshots\Anonymous-form\Anonymous-Form-submission-list-2.png" alt="Step 3 — Anonymous Form List" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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> The above screenshot represents how anonymous forms are displayed in the Forms List and how to access public form management options from the Actions menu.
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---
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## Step 9: Integration via API (Optional)
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- Navigate to the **Integration** tab.
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- Developers can integrate anonymous forms into external systems using API support.
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### Integration Details
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| Item | Value |
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|------|------|
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| FORM ID | 278c39b0-07a3-44c7-adcf-65325bc6a0f0 |
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| API ENDPOINT | POST https://api.doculan.ai/v1/external/forms/submit |
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### API Usage
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- Use the **FORM ID** to identify the anonymous form.
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- Submit form responses using the provided API endpoint.
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- Send data through a **POST request**.
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- Submitted responses will appear in the **Submissions** section.
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<img src="screenshots\Anonymous-form\Anonymous-Form-Intagaration1.png" alt="Step 8 — API Integration" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;"><br>
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<img src="screenshots\Anonymous-form\Anonymous-Form-Intagaration2.png" alt="Step 8 — API Integration" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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> The above screenshot represents how to integrate anonymous forms using API support.
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---
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**Demo Video:**
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<!-- Inline HTML in Markdown file -->
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<style>
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.video-wrap {
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border: 2px solid black;
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border-radius: 4px;
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width: 100%;
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max-width: 800px;
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overflow: hidden;
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margin-bottom: 1rem;
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}
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.video-wrap video {
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display: block;
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width: 100%;
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height: auto;
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}
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</style>
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<div class="video-wrap" role="region" aria-label="Demo: Creating a form">
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<!-- Use a relative path like ./videos/demo.mp4 or an absolute URL -->
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<video controls poster="">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/Forms/Anonymous_Form.mp4" type="video/mp4">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/Forms/Anonymous_Form.mp4.webm" type="video/webm">
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<!-- Fallback link if browser can't play video -->
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Your browser does not support the video tag.
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<a href="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/Forms/Anonymous_Form.mp4" target="_blank" rel="noopener">Download / Open video</a>
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</video>
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</div>
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> The above **Video** represent that how to **Use Anonymous Forms**.
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© Doculan by [Virtualan Software](https://www.virtualan.io)

docs/_sidebar.md

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- [How to Delete Form?](Forms/Form-Delete.md)
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- [How to Resend Form?](Forms/Form_Resend.md)
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- [How to Save Forms?](Forms/Form_Save.md)
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- [How to Use Anonymous Forms?](Forms/Anonymous_Form.md)
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- **Embedded Esign**
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- [How to use Embedded Esign?](Embedded-Esign/EmbdedEsign.md)
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